Associate, Client Processing Representative I

BNY Mellon • Lake Mary, FL

1d

About The Position

Applies expertise and judgement in providing quality, and 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 complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex, manual processing of updates to client accounts or company records. 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. Identifies, investigates and resolves problems in client 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 and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional. Review and check work of other Client Processing Support staff and help resolve escalated issues. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions. Responsible for the quality and completion of own work.

Requirements

• High school/secondary school or the equivalent combination of education and experience is required.
• Applicable local/regional licenses or certifications as required by the business.

Nice To Haves

• Bachelors degree preferred.
• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.

Responsibilities

• Provide quality, and complex client service and support to internal and external clients.
• Handle phone interactions, problem resolution, transaction processing (STP, manual), reconciliations, and accounting services.
• Update client accounts in a timely manner.
• Perform complex operational tasks in a product or functional area.
• Conduct independent analysis and policy interpretation.
• Perform complex, manual processing of updates to client accounts or company records.
• Reconcile cash breaks and position differences, and gather and compile data.
• Serve as the primary point of contact for clients and execute correspondent requisites accurately and timely.
• Maintain correspondent accounts in accordance with regulations and policies.
• Identify, investigate, and resolve problems in client accounts or company records.
• Collaborate with technology and systems teams to ensure system efficiency and risk mitigation.
• Provide product knowledge and technical assistance, referring complex issues to supervisors.
• Review and check the work of other Client Processing Support staff.
• Help resolve escalated issues.
• Potentially allocate and check the work of other team members.
• Potentially responsible for specific supervisory review and approval actions.
• Ensure the quality and completion of own work.

Benefits

• Highly competitive compensation
• Benefits and wellbeing programs
• Access to flexible global resources and tools
• Generous paid leaves
• Paid volunteer time
• Medical, dental, vision, and basic life insurance plans
• Various paid time off benefits (vacation and sick time)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED