Senior Technician, Client Processing at Jobisite / employment-usa.net

This job ad has been posted over 40 days ago...

applicants

Senior Technician, Client Processing

at Jobisite in Pennsylvania

Who We Are

For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity.

BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:

Managing the custody of approximately $37 trillion financial assets of the world’s leading institutional investors, hedge funds, sovereign wealth funds, and corporates
Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes
Providing collateral, liquidity, and funding for the world’s largest banks through our markets franchise
Serving family offices and high net worth individuals through our wealth management franchise
Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
Advising large global corporations on a range of trust and other solutions
Providing integrated managed data services to asset managers

What we do

Transfer Agency/Inbound Operations Group Overview

Pittsburgh’s Transfer Agency group is a growing operations team that is part of BNY Mellon’s Global Payments & Treasury Services Operations group. The team is responsible for reviewing shareholder documents and facilitating a variety of securities transactions, functioning as a trustworthy and reliable processing solution for mutual funds and investment companies. Transfer Agency provides a secure, effective, and digitally practical service that ensures processing efficiency while complying with all applicable standards and regulations.

Role-Specific 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.
Qualifications:

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.
Reference : Senior Technician, Client Processing jobs

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