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Representative, Client Processing
5 days ago
THE BANK OF NEW YORK MELLON CORPORATION Lake Mary, United StatesRepresentative, 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 ...
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Senior Associate, Client Processing
6 days ago
BNY Mellon Lake Mary, United StatesSenior Associate, 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 ...
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Associate, Client Processing II
2 weeks ago
BNY Mellon Lake Mary, United StatesAssociate, Client Processing IIBring 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 dol ...
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Associate, Client Processing II
1 week ago
BNY Mellon Lake Mary, FL, United States Full timeOverview · Associate, Client Processing II · 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 ...
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Associate, Client Processing II
1 week ago
BNY Mellon Lake Mary, United States~Associate, Client Processing II~ (Hybrid)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 trilli ...
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Intermediate Representative, Client Processing
3 weeks ago
BNY Mellon Lake Mary, United States Full timeOverview · Intermediate 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 fir ...
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Vice President, Client Processing I
2 weeks ago
BNY Mellon Lake Mary, United StatesVice President, Client Processing Manager I · 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 t ...
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Vice President, Client Processing I
2 weeks ago
BNY Mellon Lake Mary, United StatesClient Processing - Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Deals with complex external client issues (on-going client servicing for various programs, post sales support, resolving operational issues, and produ ...
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Vice President, Client Processing Manager II
2 weeks ago
BNY Mellon Lake Mary, FL, United States Full timeOverview · Vice President, Client Processing Manager II · 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 ...
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Vice President, Client Processing Manager II
6 days ago
BNY Mellon Lake Mary, United StatesVice President, Client Processing Manager II · 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 ...
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Associate, Client Service
1 week ago
The Bank of New York Mellon Corporation Lake Mary, United StatesClient Service Associate · **_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 d ...
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Vice President, Anti Money
6 days ago
The Bank of New York Mellon Corporation Lake Mary, United StatesVice President, Anti Money Laundering/Prevention/Know Your Client I · **_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 an ...
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Recruiter (Spanish & English Speaking)
5 days ago
FCS Facility Services Lake Mary, United States**Company Overview** · FCS Facility Services is a reputable janitorial services company dedicated to providing high-quality cleaning solutions to our clients. We specialize in maintaining cleanliness and hygiene in various facilities, ensuring a safe and comfortable environment f ...
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Operations Specialist
2 weeks ago
BlueSprig Lake Mary, United States: · The Operations Specialist is a non-exempt position responsible for the day-to-day administrative · management of the center. This position works collaboratively with the center leadership to ensure · excellence in delivery and execution of daily operations. · **Responsibiliti ...
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Edi Specialist
5 days ago
Medwatch LLC Lake Mary, United States**Scope**: · The EDI Specialist will be responsible for creating, monitoring, and troubleshooting electronic data interchanges (EDI) processes between the organization, clients, and vendors. The EDI Specialist will ensure data flowing between systems is consistent and accurate. · ...
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Naba 2024/experienced Operations
1 week ago
The Bank of New York Mellon Corporation Lake Mary, United States**NABA We welcome you to apply** · We're seeking experienced talent for our Operations businesses at our preferred strategic growth locations in Pittsburgh or Lake Mary (Northern Orlando, FL). · **You'll make an impact in the following ways**: · - Analyzes and defines business re ...
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Case Manager Assistant
5 days ago
Medwatch LLC Lake Mary, United States**Scope**: · The Case Manager Assistant assists the RN Case Manager in performing necessary functions using the case management process in order to meet the needs of the MedWatch, LLC customers and consumers. This includes, but is not limited to, authorization of services, review ...
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Case Manager Rn
5 days ago
Medwatch LLC Lake Mary, United States**Scope**: · The Case Manager manages an individual caseload using the case management process in order to meet the needs of the MedWatch, LLC customers and consumers. This includes, but is not limited to, authorization of services, review of treatment plans for medical necessity ...
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Software developer Delphi
2 weeks ago
Eclipse Enterprises Lake Mary, United StatesAbout Noske Office Consulting + Marketing GmbH: · As a strong development team, we focus on one thing: supporting chambers in their core areas of education, further education, training, and professional and technical examinations with optimally coordinated software. For over 37 y ...
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Aon Lake Mary, United StatesAon Is Looking For A Benefit Counselor · As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health & Benefits business group within Aon Consumer Benefit Solutions. As a Benefit Counsel ...
Intermediate Representative, Client Processing - Lake Mary, United States - BNY Mellon
Description
OverviewClient Processing - Applies 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 manner.
Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions.
Investigates and corrects errors in client accounts. Conducts independent analysis and policy interpretation. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
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. May review and check work of other Client Processing Support staff and help resolve escalated issues. No direct reports. Provides guidance to less experienced Client Processing Support staff, as needed. 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. 3-5 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.Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle.
BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets.
BNY Mellon remains one of the safest, most trusted and admired companies.Every day our employees make their mark by helping clients better manage and service their financial assets around the world.
Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets.
It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart.
Make your mark:
EEO Statement:
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.
Intermediate Representative, Client Processing professionals in Lake Mary
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Manuel Saunders
OnBase Engineer & ECM Solution Consultant