Senior Representative, Trading Services (Funds Dealing)

Job Description

  • Provides support in the execution of trading services to money managers, advisors and internal employees. 
  • Trains on the different systems used by those serviced.  
  • Responsible for developing pricings for order based on a variety of defined procedures and acts as an escalation point for issues with trade systems. 
  • Collaborates across internal teams in order to resolve complex system errors. 
  • Ensures trades are recorded properly and raises flags when breaks arise between trade desks and back offices. 
  • Highlights trends in trade breaks to resolve broader issues. 
  • Responds to the most complex issues regarding client experience and guides less experienced staff in error resolution.  
  • Handles complex internal and external clients inquiries and complaints. 
  • Delivers reports on steps required to resolve issues and prevent reoccurrences. 
  • Develops account reports. 
  • No direct reports. May act as team lead for work allocation. 
  • Responsible for the quality and completion of own work. 


  • High School/secondary school or the equivalent combination of education and experience is required. 
  • Bachelors degree preferred. 
  • 3-5 years of total work experience preferred. 
  • Experience in financial investments preferred.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Merseyside-Liverpool
Job: Trading
Internal Jobcode: 70642
Organization: Pershing International-HR16947
Requisition Number: 1916608