Inter. Rep, Client Processing
Authentic, innovative and results-driven? Raise your hand if thatsounds like you!
We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-basedenvironment will usher us into future and take us to the next level.
As the fastest growing RIA custodian in the U.S., BNY Mellon's PershingAdvisor Solutions offers a fast paced environment and dynamic culture where"client first" is paramount. We serve advisory firms who areprofessionally managed and growth oriented, supporting high net worth andultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of ourpeople oriented culture, as evidenced by our tenured staff. We welcomethe opportunity to speak with you!
Client Processing - S4Applies 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 processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts. Conducts independent analysis and policy interpretation. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.Serves as the primary 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.Accurately opens and updates accounts or company records. 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.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-New Jersey-Jersey City Internal Jobcode:
Pershing Domestic-HR06431 Requisition Number: