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Intermediate Representative, Client Processing

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BNY Mellon

15d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Pune

AI generated summary

  • You need a bachelor's degree or equivalent, 0-3 years of experience, strong Excel skills, attention to detail, and preferably, client service or Corporate Trust experience.
  • You will lead team efforts, provide client support, process transactions, resolve issues, oversee accounts, and contribute to team goals while mentoring others and managing complex situations.

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 0-3 years of total work experience strongly preferred.
  • Intermediate to advanced excel skills.
  • Attention to detail, multi-tasking, sense of urgency and using initiative.
  • Client Service/Operations experience within financial services is strongly preferred.
  • Corporate Trust background preferred.
  • Finance/accounting, compliance/reporting, reconciliation background experience preferred.
  • CLO/CDO/SOLVAS background preferred.

Responsibilities

  • To help plan and orchestrate execution of the work and build a cohesive team.
  • Provide inspiration, coaching, and feedback to team members, report back on progress to tribe leaders, and give input on people development and performance to relevant chapter leaders.
  • Performs routine and non-routine client service and transactional support functions.
  • Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
  • Processes account related transactions per scheduled events/client authenticated direction.
  • Following established procedures, answers inquiries, and resolves problems or issues.
  • Manages situations which may require adaptation of response or extensive research according to client response.
  • Oversight and reconciliation of accounts.
  • Escalates more complex situations to senior colleagues.
  • Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
  • Performs complex operational tasks in a product or functional area.
  • May be responsible for allocating and checking the work of team members.
  • Contributes to the achievement of team objectives.

FAQs

What is the job title for this position?

The job title is Intermediate Representative, Client Processing.

Where is this job located?

This role is located in Pune, MH, and follows a hybrid work model.

What qualifications are required for this position?

A Bachelor’s degree or the equivalent combination of education and experience is required.

How much work experience is preferred for candidates?

0-3 years of total work experience is strongly preferred.

Are there specific skills that are important for this role?

Yes, intermediate to advanced Excel skills, attention to detail, multi-tasking, a sense of urgency, and initiative are important.

Is client service experience required for this role?

Yes, client service or operations experience within financial services is strongly preferred.

What type of background is preferred in candidates?

A background in Corporate Trust, finance/accounting, compliance/reporting, reconciliation, or CLO/CDO/SOLVAS is preferred.

What are some of the key responsibilities of this role?

Key responsibilities include performing client service and transactional support functions, managing account-related transactions, and providing solutions to clients.

How does BNY support the professional development of its team members?

BNY encourages the growth and success of its employees by providing coaching, feedback, and opportunities for people development.

What benefits and rewards does BNY offer?

BNY offers competitive compensation, benefits, and well-being programs, including flexible global resources, generous paid leaves, and paid volunteer time.

Is BNY an equal opportunity employer?

Yes, BNY is an Equal Employment Opportunity/Affirmative Action Employer, supporting underrepresented groups.

What is the company culture like at BNY?

BNY promotes a culture of empowerment, innovation, inclusivity, and client service excellence, recognized by various awards.

Are there any awards that BNY has received recently?

Yes, BNY has received awards such as America’s Most Innovative Companies and a 100% score for Corporate Equality Index from the Human Rights Campaign Foundation.

What type of clients does BNY service?

BNY provides financial services for institutions, corporations, and individual investors worldwide.

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BNY Mellon

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.