Representative Client Processing
BNY Mellon
Poole, United Kingdom
17d ago

Client Processing - S3

Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.

  • Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system.
  • Enters data, keying information from checks, interpreting payee information and transcribing into on-line system.
  • Begins monitoring exceptions.
  • May interact with record keepers to verify that client records are in sync with the fund company or another custodian.
  • Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
  • Responds to client inquiries, escalating non-standard issues to a Team Lead.
  • May communicate with an external third party to research inquiries.
  • Investigates and corrects errors in company records and client accounts.
  • 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.
  • No direct reports.
  • 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.
  • 2-3 years of total work experience preferred.
  • Experience in brokerage processing preferred.
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