BNY Mellon Careers

Representative, Client Processing - Cash Management Services

Lake Mary, Florida
Operations


Job Description

Client Processing - Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner. Performs operational tasks in support of multiple products for a functional area, processing updates to client accounts or company records and ensuring that data is processed accurately throughout multiple systems, monitoring exceptions. May interact with record keepers to verify that client records are in sync with the fund company or another custodian. Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. Responds to client inquiries, escalating non-standard issues as appropriate. May communicate with an external third party to research inquiries. Investigates and corrects errors in company records and client accounts. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.. Provides product knowledge, market nuances and requirements and technical assistance, as necessary. No direct reports. Responsible for the quality and completion of own work.  


Qualifications

High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 2-3 years of total work experience preferred. Experience in brokerage processing preferred.
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: 70611
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1912387