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Associate I - Client Processing

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BNY Mellon

Feb 5, 2024

Applications are closed

  • Job
    Part-time
    Entry Level
  • Banking & Finance
  • Manchester

Requirements

  • High school/secondary school or the equivalent combination of education and experience is required; bachelor’s degree preferred.
  • Experience in brokerage processing preferred.
  • Applicable local/regional licenses or certifications as required by the business.

Responsibilities

  • 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.

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.