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21 Dec 2022

Full-Time Senior Technician, Client Processing

Mekhidae15 – Posted by Mekhidae15 Pittsburgh, Pennsylvania, United States

Job Description

Job Responsibilities:
  • Responsible for the documentation of receipt of shareholder mail as well as the identification of transaction requests.
  • Responsible for performing an authenticity review of shareholder documents to verify original signatures, medallion stamps, raised seals etc.
  • Responsible for the preparation of documents for scanning and/or actually scanning.
  • Reviews source documents (checks) for legal requirements in order to process items according to the management companies check acceptance policy. As these items are financial in nature, they must be processed within required turnaround time and with a 98% accuracy rate.
  • Assist mutual fund shareholders, broker/dealers and fund companies with inquiries & transactions.
  • Receive guidance from more experienced staff and will need to escalate issues following a regulated escalation process, as needed,
  • Responsible for the quality and completion of own work.
  • Work independently, without direct reporting.
  • High school/secondary school or the equivalent combination of education and experience is preferred.
  • Bachelors degree preferred. 1-2 years of total work experience preferred. Experience in brokerage processing preferred.
Shift hours:  
• Day shift: 7am – 3:30pm (Shifts include Saturday’s & Sunday’s, off on any 2 consecutive weekdays)
• Evening shift: 11:30am – 8pm (may have to work daylight hours on weekends)
Expectation: weekend work required, potential for mandatory overtime
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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Job Categories: LGBT. Job Types: Full-Time. Job Tags: Brokerage Processing, Client Relationship Management, and operations.


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