Specialist, Client Processing Representative

BNY Mellon • Pittsburgh, PA

1d • $52,000 - $60,000

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

• Providing quality, and complex client service and support to internal and external clients
• Phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts
• Performing complex operational tasks in a product or functional area
• Conducting independent analysis and policy interpretation
• Performing complex, manual processing of updates to client accounts or company records
• Reconciling cash breaks, position differences, and gathering and compiling data
• Serving as the primary point of contact for clients and executing all correspondent requisites in a timely and accurate manner
• Maintaining correspondent accounts in accordance with applicable regulations and policies
• Identifying, investigating and resolving problems in client accounts or company records
• Working closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
• Providing product knowledge and technical assistance
• Reviewing and checking work of other Client Processing Support staff and helping resolve escalated issues
• Allocating and checking work of other team members
• Performing specific supervisory review and approval actions
• Ensuring the quality and completion of own work

Benefits

• Generous paid leaves, including paid volunteer time
• Medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
• Various paid time off benefits, such as vacation and sick time

What This Job Offers

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