Intermediate Representative, Tax management

Job Description

Provides quality service and support on a daily basis, reconciliation, respond to client inquires, process tax withholding, daily balancing between cost basis and tax, and retirement , domestic, foreign general tasks (slightly more complex). Under direct supervision, performs slightly more complex operational tasks in a functional area, including the processing of reconciliation for all asset types, client service requests, and various tax processes. Executes all correspondent requests in a timely and accurate manner with an understanding of the underlying business and specific client needs. Responds to client inquiries. Investigates, provides clarifications and makes adjustments as necessary. Provides product knowledge and technical assistance as necessary. 


Secondary education (high school diploma or equivalent) or equivalent work experience preferred; Bachelor's degree preferred 2-5 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: 09368
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1913990