Intermediate Representative, Client Processing
4 weeks ago
Overview
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Wealth Solutions Middle office team. This role is located in Pune/Chennai.
The Middle Office Operations team will be responsible for maintaining and managing client accounts, executing account transfers, and coordinating asset movements. This role requires attention to detail, analytical skills, and the ability to work in a fast-paced environment.
**In this role, you’ll make an impact in the following ways**:
Manage and maintain client accounts, ensuring accuracy and completeness of data
Process account transfers in a timely and efficient manner
Coordinate asset movements between accounts, ensuring compliance with internal and external policies and procedures
Monitor and reconcile account balances and transactions, identifying and resolving any discrepancies
Provide support and guidance to other team members on account maintenance, transfer, and asset movement processes
Participate in projects and initiatives to improve operational efficiency and enhance client service.
**To be successful in this role, we’re seeking the following**:
Bachelor's degree in finance, accounting, or a related field
Minimum 2 years of experience in middle office operations, account maintenance, and account transfer activities
Flexible with shift timing
Strong analytical and problem-solving skills, with a high attention to detail
Excellent communication and interpersonal skills, with the ability to build relationships and collaborate with internal and external stakeholders
Knowledge of financial products, instruments, and markets
Familiarity with regulatory requirements and compliance procedures
Proficiency in Microsoft Office, particularly Excel
The Middle Office Operations member must be organized, able to multitask, and capable of working under pressure to meet tight deadlines. This role requires a high level of professionalism, discretion, and confidentiality, as well as the ability to work independently and as part of a team.
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.
**Employer Description**:
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Pune, India The Bank of New York Mellon Corporation Full timeIntermediate Representative, Client Processing **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the...
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