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 Pennsylvania

Job Description

Req # 29119 - Client Processing, Senior Representative

Job Title - Senior Representative, Client Processing

Grade - G

Shift - Day (window of work timing – 8am to 7pm), 8.5 hours shift

Workdays - Monday to Friday (Hybrid model - 3 days’ work from office)

Hiring Manager – Tammy Biller.

Who We Are:

For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity.

BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:

Managing the custody of approximately $37 trillion financial assets of the world’s leading institutional investors, hedge funds, sovereign wealth funds, and corporates
Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes
Providing collateral, liquidity, and funding for the world’s largest banks through our markets franchise
Serving family offices and high net worth individuals through our wealth management franchise
Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
Advising large global corporations on a range of trust and other solutions
Providing integrated managed data services to asset managers.

Role Overview:

Applies 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.
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.
Loan Documentation

The Loan Documentation group handles physical paper and ensures we are in compliance with government established policies and procedures. The group ensures all documentation is received and in compliance with local and federal laws. They process these documents for multiple groups within BNY like Credit Services and Private Wealth Management.
Role-Specific Responsibilities:

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.
Bachelor’s 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.

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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