Intermediate Representative, Client Processing

Overview

About the role:

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.

Responsibilities:

• 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. 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.