Customer Processing Associate- Mutual Fund Order Desk Job
Company Name:
BNY Mellon
Customer Processing Associate- Mutual Fund Order Desk (Job Number: 1413971)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at .
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.
Description
Provides quality customer service and support to Pershing customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner. Under direct supervision, performs less complex operational tasks in a product or functional area, including processing, balancing, settling and servicing all types of security transactions. Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs. Provides product knowledge and technical assistance as necessary. Responds to customer inquiries. Investigates and corrects errors in customer accounts and statements. Maintains correspondent accounts in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Enters information a computerized database. Communicates any problems or issues to management. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Qualifications
High school diploma or equivalency is required. Bachelor degree is preferred; up to 2 years of experience and training in primary process/product, a plus. Good verbal and written communication skills. A professional and courteous manner when interfacing with all internal and external customers. Good customer service, interpersonal and telephone skills. Product knowledge, knowledge of federal regulatory guidelines, and Pershing policies. Ability to uphold and practice the highest code of ethical standard and conduct. Ability to make decisions within well defined parameters. Ability to effectively prioritize within a high-pressure, high volume environment with tight deadlines. Basic PC skills and data entry experience.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: Lake Mary, FL, US
Other Location: ,,
Internal Jobcode: 12420
Job: Operations
Organization: Pershing-HR06431
Req ID: 855022
Date: Fri, 31 10 2014 00:00:00 GMT
Country: US
State: FL
City: Lake Mary
Postal Code: 32746
Locale: en_USEstimated Salary: $20 to $28 per hour based on qualifications.
BNY Mellon
Customer Processing Associate- Mutual Fund Order Desk (Job Number: 1413971)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at .
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.
Description
Provides quality customer service and support to Pershing customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner. Under direct supervision, performs less complex operational tasks in a product or functional area, including processing, balancing, settling and servicing all types of security transactions. Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs. Provides product knowledge and technical assistance as necessary. Responds to customer inquiries. Investigates and corrects errors in customer accounts and statements. Maintains correspondent accounts in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Enters information a computerized database. Communicates any problems or issues to management. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Qualifications
High school diploma or equivalency is required. Bachelor degree is preferred; up to 2 years of experience and training in primary process/product, a plus. Good verbal and written communication skills. A professional and courteous manner when interfacing with all internal and external customers. Good customer service, interpersonal and telephone skills. Product knowledge, knowledge of federal regulatory guidelines, and Pershing policies. Ability to uphold and practice the highest code of ethical standard and conduct. Ability to make decisions within well defined parameters. Ability to effectively prioritize within a high-pressure, high volume environment with tight deadlines. Basic PC skills and data entry experience.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: Lake Mary, FL, US
Other Location: ,,
Internal Jobcode: 12420
Job: Operations
Organization: Pershing-HR06431
Req ID: 855022
Date: Fri, 31 10 2014 00:00:00 GMT
Country: US
State: FL
City: Lake Mary
Postal Code: 32746
Locale: en_USEstimated Salary: $20 to $28 per hour based on qualifications.
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