BNY Mellon Intmdt Rep, Client Processing-Managed Investments in King of Prussia, Pennsylvania
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.
Provides quality client service (occasionally complex) and support to internal and external clients on a daily basis, including phone interaction, problem resolution and updates to client accounts in a timely manner. Performs (sometimes complex) operational tasks in a product or functional area, including processing updates to client accounts or company records. Conducts independent analysis and policy interpretation. 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. Provides product knowledge and technical assistance as necessary. Responsible for the quality and completion of own work.
· High school/secondary school or the equivalent combination of education and experience is required; bachelor s degree preferred.
· 2-3 years of total work experience is preferred.
· Experience in brokerage processing is preferred.
- BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.*
Primary Location:* United States-Pennsylvania-King of Prussia
Internal Jobcode:* 09302
Requisition Number:* 1611765