Senior Representative, Client Processing at Jobisite / America Jobs

This job ad has been posted over 40 days ago...

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Senior Representative, Client Processing

at Jobisite in Florida

Senior Representative, Client Processing
Lake Mary, FL, United States

ID: 3599

Job Description
Authentic, innovative and results-driven? Raise your hand if that sounds like you!

We’re looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

As the fastest growing RIA custodian in the U.S., BNY Mellon’s Pershing Advisor Solutions offers a fast paced environment and dynamic culture where “client first” is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Client Processing - 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.

High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business.

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.
Reference : Senior Representative, Client Processing jobs

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