Rep, Client Processing

☞ The Bank of New York Mellon Corporation

View: 107

Update day: 07-05-2024

Location: Poole South West

Category: Finance / Bank / Stock

Industry: Finance

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Job content

Client Processing -

  • S3 Provides 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 is an Equal Employment Opportunity Employer.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location:United Kingdom-Dorset-Poole
Job:Operations
Internal Jobcode:70611
Organization:Issuer and Loan Services-HR11024
Requisition Number:2113616
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Deadline: 21-06-2024

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