Rep, Client Processing - Pittsburgh
Posted on: 4 Feb 2021
Pittsburgh, PA
Job Description
Client Processing - S3Provides 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.Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system. Enters data, keying information from checks, interpreting payee information and transcribing into on-line system. Begins 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 to a Team Lead. May communicate with an external third party to research inquiries. Investigates and corrects errors in company records and client accounts.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.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
New York, New York
The Bank of New York Mellon Corporation provides a range of financial products and services to institutions, corporations, and high net worth individuals in the United States and internationally. The company operates through two segments, Investment Management and Investment Services. It offers investment management, custody, foreign exchange, fund broker-dealer, collateral and liquidity, clearing, corporate trust, global payment, trade finance, and cash management services, as well as securities finance and depositary receipts. The company also provides mutual funds, separate accounts, and wealth management and private banking services; and trust and registered investment advisory services. In addition, it engages in leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit activities. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees49,800
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Website
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Jobs Posted1742
