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11 May 2023

Full-Time Senior Processing Clerk, Client Processing

kbraggs – Posted by kbraggs Pittsburgh, Pennsylvania, United States

Job Description

Transfer Agency/Inbound Operations Group Overview

Pittsburgh’s Transfer Agency group is a growing operations team that is part of BNY Mellon’s Global Payments & Treasury Services Operations group. The team is responsible for reviewing shareholder documents and facilitating a variety of securities transactions, functioning as a trustworthy and reliable processing solution for mutual funds and investment companies. Transfer Agency provides a secure, effective, and digitally practical service that ensures processing efficiency while complying with all applicable standards and regulations.


In this role, you’ll make an impact in the following ways:

  • Performing an authenticity review of shareholder documents to verify original signatures, medallion stamps, raised seals, etc.
  • Reviewing source documents (checks) for legal requirements to process items according to the management companies’ check acceptance policy
  • Assisting mutual fund shareholders, broker/dealers and fund companies with inquiries and transactions

To be successful in this role, we’re seeking the following:

  • High school diploma or equivalent required – bachelor’s degree preferred
  • 1-2 years’ experience preferred
  • Attention to detail and analytical skills
  • Experience in brokerage processing preferred

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg’s Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP’s Climate Change ‘A List’

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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How to Apply


Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 40,000 - 60,000.

Job expires in 63 days.

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