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7 Sep 2022

Full-Time Intermediate Representative, Investor Services Operations

BNYMellonTA – Posted by BNY Mellon Edinburgh, Scotland, United Kingdom

Job Description

Position summary:

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.

Primary responsibilities:

  • 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.
  • 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.
  • 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.

Education:

  • High school/secondary school or the equivalent combination of education and experience is required; bachelor’s degree preferred.

Our offer for you:

  • Excellent opportunities for training, growth, and professional development
  • Mentoring and job shadowing programs
  • A multitude of opportunities to get involved in additional charity projects and engagement groups
  • Employee Referral Program
  • Health Promotion: Wellbeing and Innovation Centre, Wellbeing programs
  • Full time contract of employment
  • Competitive salary
  • Health & Life Insurance
  • Private medical care
  • Pension scheme

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.

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How to Apply

https://bnymellon.eightfold.ai/careers/job?domain=bnymellon.com&query=24535&pid=12691585

Job Types: Full-Time.

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