Intermediate Representative, Client Processing - Physical Certificate Processing

Job Description

Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including the processing of physical/electronic stock/bond issues. Responsible for reconciliations, including reconciling position differences, and gathering and compiling data. Serves as a point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.  Provides product knowledge, and requirements and technical assistance, as necessary. May review and check work of other Client Processing Support staff and help resolve escalated issues. No direct reports. Provides guidance to less experienced Client Processing Support staff, as needed. 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. 3-5 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: 70610
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1918549