Home
/
Comprehensive
/
Representative, Client Processing
Representative, Client Processing-August 2024
Pittsburgh
Aug 29, 2026
ABOUT BNY MELLON
You can make a difference by working at BNY Mellon, where finance, technology, and business intersect to power the global financial industry.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Representative, Client Processing

  Reference #: 48197Client Processing - 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.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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Technical Support Engineer
Technical Support Engineer Enviar candidatura ahora » Fecha: 18 ene. 2024 Ubicación: Madrid, Spain Empresa: BT Group Security isn’t always the first thing that comes to mind when you think of BT, but
Wound Care UM RN
WARNING: Please beware of phishing scams that solicit interviews or promote work-at-home opportunities, some of which may pose as legitimate companies. Elevance Health requires a completed online app
Small Business Banker
Small Business Banker Jacksonville, Florida Job Description: At Bank of America, we handle the finances for millions of client relationships every day, including how to help them save, borrow and inv
Delivery Driver
Drivers regularly take home $25+ an hour with a combination of tips, a driver maintenance reimbursement (DMR), and their hourly wage. Flexible shift hours available. Work as short as 11am-2pm or work
Patient Care Technician - PCT
POSITION FEATURES: Other duties as assigned About this role: As a Patient Care Technician (PCT) at Fresenius Medical Care, you play a vital part in supporting people who entrust us with their care, t
Supply Chain Co-op/Intern - Summer 2024
Supply Chain Co-op/Intern - Summer 2024 Job Category: Intern/Co-op Time Type: Part time Minimum Clearance Required to Start: None Employee Type: Part-Time On-Call Percentage of Travel Required: Up to
Software Development Snr Manager (Join OCI-Ns2
Job Description Manages a team that designs, develops, solves problems, and debugs software programs for Cross Domain Solutions. The Oracle Cloud Infrastructure (OCI) team can provide you the opportu
OPS Administrative Assistant II
OPS Administrative Assistant II Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=530020&lJobSourceTypeID=796&sLanguage=en-us) Job no: 530020 Wo
Resident Programs Coordinator
Overview Early Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA) Make Lives Better Including Your Own. If you want to work in an environment where you can
Propulsion Design Engineer
Job Title: Propulsion Design Engineer Location: Centennial, CO (80112)Job ID: #67403Pay Rate: $73-83 Degree Required: Bachelor's degree in Engineering required.Software Experience: NX modeling experi
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved