Provides quality client service and support to Pershing clients on a daily basis. Responsibilities may include reconciliation, responding to client inquires, process tax withholding, daily balancing of cost basis and tax, and retirement, domestic, foreign tasks which may be complex.
Performs (sometimes complex) operational tasks in functional area, including processing of reconciliation for all asset types, client service requests, balancing, and various tax processes. Conducts independent analysis and policy interpretation.
Maintains account information in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
Provides product knowledge and technical assistance as necessary.
Secondary education (high school diploma or equivalent) or equivalent work experience preferred; Bachelor's degree preferred 3-5 years of experience preferred; experience in a primary process/product in a brokerage environment is a plus. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Florida-Lake Mary Internal Jobcode: 09369 Job: Operations Organization: Pershing Domestic-HR06431 Requisition Number: 1911528
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