Representative, Client Processing

3 weeks ago


Pune, India BNY Mellon Full time

Overview
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 $1.8 trillion in assets with $42.2 trillion under 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 50k+ employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. Bring your ideas. Make history.

Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.
Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system.
Enters data, keying information from checks, interpreting payee information and transcribing into on-line system.
Begins monitoring exceptions.
May interact with record keepers to verify that client records are in sync with the fund company or another custodian.
Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
Responds to client inquiries, escalating non-standard issues to a Team Lead. May communicate with an external third party to research inquiries.
Investigates and corrects errors in company records and client accounts.
Accurately opens and updates accounts or company records.
Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
Provides product knowledge, market nuances and requirements and technical assistance, as necessary.
No direct reports.
Responsible for the quality and completion of own work.
High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
2-3 years of total work experience preferred.
Experience in brokerage processing preferred.
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.

**Preferred Qualifications and Experience**:
**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 that can go with you on 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.

**Employer Description**:



  • Pune, India BNY Mellon Full time

    Client Processing - S4Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely...


  • Pune, India The Bank of New York Mellon Corporation Full time

    Client Processing - S4Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely...


  • Pune, India BNY Mellon Full time

    Overview Client Processing - S4Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a...


  • Pune, India BNY Mellon Full time

    Client Processing - S5Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.Performs...


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Processing - S6Serves as a lead for the day-to-day operations of a small - to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients....


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Processing - S5Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.Performs...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Processing - S6Serves as a lead for the day-to-day operations of a small - to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with...


  • pune, India BNY Mellon Full time

    Client Service - S2Provides quality support to clients with moderately complex transactions and processes on a daily basis.Under general supervision, assists clients by responding to phone, email and other inquiries regarding company products, services and procedures.Responds to straightforward client questions on BNY Mellon product features and provides...


  • Pune, India The Bank of New York Mellon Corporation Full time

    Client Processing - IC1Performs 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...


  • Pune, India BNY Mellon Full time

    Client Processing - IC3Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.Meets with organizational units/teams to ensure problems and...


  • pune, India BNY Mellon Full time

    Client Processing - IC3Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.Meets with organizational units/teams to ensure problems and...


  • Pune, India The Bank of New York Mellon Corporation Full time

    Client Reporting, Performance - S3Assists in collecting client portfolio performance data and may assist in the creation of reports using the collected data. Acts as an escalation point for clients after they have engaged with lower level support staff.Produces more complicated data sets for examination by Client Reporting and Performance staffAnalyzes...


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Processing - IC2Performs routine and non-routine client service and transactional support functions. Provides analytics and reporting services, working to improve and automate transaction processing systems. Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. Provides direction to lower-level service roles...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based...


  • Pune, India Hiring for client of Jupiter Consulting Full time

    Hello, Greetings from Jupiter Business Services, We are hiring Medical Representative at Madhur health and nutrition Pvt Ltd Pune. Below are the details: About Company: Madhur health and nutrition Pvt Ltd -Established in 2000,pharmaceutical industry, manufacturing herbal products. Role: Medical Representative Qualification: D.pharmacy Work Location...


  • Pune, India The Bank of New York Mellon Corporation Full time

    **_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...


  • Pune, India The Bank of New York Mellon Corporation Full time

    **_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...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Reporting, Performance - S3Assists in collecting client portfolio performance data and may assist in the creation of reports using the collected data. Acts as an escalation point for clients after they have engaged with lower level support staff.Produces more complicated data sets for examination by Client Reporting and Performance...


  • Pune, India BNY Mellon Full time

    Overview Cash Processing and Funds Transfer - IC1Monitors client payments, daily cash and wire transactions, and acts as a first line of defense by addressing flags raised by transaction system.Manages the daily processing of cash movements by bank clients and confirm validity of transactions with manager in cash processing and relationship managers with...