Intermediate Representative, Client Processing

2 weeks ago


Edinburgh, Edinburgh, United Kingdom BNY Mellon Full time

Job Purpose:


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 manner.


Responsibilities:

  • 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 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.
  • No direct reports.
Provides guidance to less experienced Client Processing Support staff, as needed. Responsible for the quality and completion of own work.

Skills & Requirements:

  • 35 years of total work experience preferred.

Our offer :

  • Excellent opportunities for training, growth, and professional development
  • Mentoring and job shadowing programs
  • A multitude of opportunities to get involved in additional charity projects and engagement groups
  • Employee Referral Program
  • Health Promotion: Wellbeing and Innovation Centre, Wellbeing programs
  • Full time contract of employment
  • Competitive salary
  • Health & Life Insurance
  • Private medical care
  • Pension scheme

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.

  • Edinburgh, Edinburgh, United Kingdom BNY Mellon Full time

    Intermediate Representative, Shareholder Services 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...


  • Edinburgh, Edinburgh, United Kingdom BNY Mellon Full time

    Intermediate Representative, Shareholder Services_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...


  • Edinburgh, Edinburgh, United Kingdom BNY Mellon Full time

    32316 Intermediate Representative, Customer Services Edinburgh - Hybrid (2 days onsite)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 inassets, custody...


  • Edinburgh, Edinburgh, United Kingdom The Bank of New York Mellon Corporation Full time

    **About the roleShareholder Services - Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to more complicated client inquiries on a daily basis.**Resposibilities: - Processes moderately complex updates to...


  • Edinburgh, Edinburgh, United Kingdom RCG Moody International Limited c- Intertek Full time

    An opportunity has opened up for a Client Support Representative to join Intertek Inform. The role involves handling client queries across various products, services, and channels in multiple territories, ensuring excellent customer care and support. Adhering to specific processes and procedures to maintain consistent, top-notch customer service to...


  • Edinburgh, Edinburgh, United Kingdom Meraki Full time

    Transfer Agency Client RepresentativeCompetitive SalaryPermanentEdinburghAs a Transfer Agency Client Representative, you will play a crucial role in delivering exceptional customer service and ensuring smooth transactions for this leading financial services business here in Edinburgh. You will be the first point of contact for clients and will provide...


  • Edinburgh, Edinburgh, United Kingdom Phoenix Group Full time

    Location and flexible working:Edinburgh. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process.Job Type: PermanentClosing Date: 14th JuneSalary and benefits:Up to £25,000 plus 8% bonus up to 16%, private medical cover, 38 days annual leave,...


  • Edinburgh, Edinburgh, United Kingdom Atelier Ten Full time

    Atelier Ten is looking to recruit an Intermediate Mechanical Engineer with 3 to 4 years' experience for our Edinburgh office. We seek someone who can think beyond their own discipline and has a natural tendency to contribute to collaborative problem solving in a multi-disciplinary environment. We encourage the design of highly innovative and sustainable...


  • Edinburgh, Edinburgh, United Kingdom Unity Global Full time

    Job Title: Junior Sales Representative Join our dynamic team at Unity Global, a leading provider of offline marketing and sales. We pride ourselves on innovation, quality, and exceptional customer service. As we continue to grow, we're seeking a motivated Junior Sales Representative to join our sales force and contribute to our and our clients' success. As...


  • Edinburgh, Edinburgh, United Kingdom Client Full time

    Senior Marine Consultant Hybrid - Edinburgh Salary DOE + Hybrid Working + Bonus Do you come from a Marine Consultancy or subsea analysis background whilst looking for a hybrid role to shape a safe and sustainable future?This established and rapidly growing offshore consultancy has massive plans in place to expand over the coming years, supported by its...


  • Edinburgh, Edinburgh, United Kingdom Unity Global Full time

    Job Title:Junior Sales RepresentativeCompany Overview:Join our dynamic team at Steppe2, a leading provider of offline marketing and sales. We pride ourselves on innovation, quality, and exceptional customer service. As we continue to grow, we're seeking a motivated Junior Sales Representative to join our sales force and contribute to our and our client...


  • Edinburgh, Edinburgh, United Kingdom Unity Global Full time

    Job Title: Junior Sales RepresentativeCompany Overview:Join our dynamic team at Unity Global, a leading provider of offline marketing and sales. We pride ourselves on innovation, quality, and exceptional customer service. As we continue to grow, we're seeking a motivated Junior Sales Representative to join our sales force and contribute to our and our...


  • Edinburgh, Edinburgh, United Kingdom Unity Global Full time

    Job DescriptionJob Title: Junior Sales RepresentativeCompany Overview:Join our dynamic team at Steppe2, a leading provider of offline marketing and sales. We pride ourselves on innovation, quality, and exceptional customer service. As we continue to grow, we're seeking a motivated Junior Sales Representative to join our sales force and contribute to our and...


  • Edinburgh, Edinburgh, United Kingdom Tate Full time

    Tate Recruitment are working in partnership with Diligenta and are recruiting for talented Customer Service Representatives to join their organisation in Edinburgh.Standard Life, now part of Diligenta is a UK based FCA regulated subsidiary of Tate Consultancy Services (TCS), and is a brand that has been trusted to look after peoples life savings and...


  • Edinburgh, Edinburgh, United Kingdom CCL Global Full time

    Lead Process Engineer Location: Saudi Arabia Duration: Permanent We are currently looking for a Lead Process Engineer with proven experience in the design of process units, utilities, and offsite facilities from the conceptual stage through detailed design of medium to large size projects. Thorough knowledge of projects/process engineering practices,...


  • Edinburgh, Edinburgh, United Kingdom Omega Full time

    Position: Senior Process Engineer Job Type: Permanent My client who innovates and manufactures top electronic products to help navigational systems for many different industries is on the hunt for a Senior Process Engineer. In this role, you will be anticipating, identifying and resolving problems within the production and test departments, providing...


  • Edinburgh, Edinburgh, United Kingdom Diligenta Full time

    Customer Service Representative - Part Time Up to £23,000 per year (Pro rata)**Part-time contracts available: Mon-Fri 10am4pm:- Mon-Thu 9am-5pm:- Tue-Fri 9am-5pm:- Mon, Tue, Thu, Fri 9am-5pmHybrid remoteStandard Life House, Edinburgh, EH1 2DHHere at Diligenta, we are proud to be the single largest provider of outsourced TPA services to the UK Life &...


  • Edinburgh, Edinburgh, United Kingdom ENVISION AGENCY LTD Full time

    We are currently seeking a Customer Representative to join our team. As a Customer Representative, you will be responsible for providing exceptional customer service and support to our clients. This is a great opportunity for individuals who are passionate about delivering excellent customer experiences and have strong communication skills.Duties: Answer...


  • Edinburgh, Edinburgh, United Kingdom CSP U.K. LTD Full time

    We are seeking a Customer Representative to join our team. As a Customer Representative, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities: Up sell additional products or services to customers when appropriate Analyse customer interactions to identify trends and areas for improvement Collaborate...


  • Edinburgh, Edinburgh, United Kingdom The Lead Network Group Full time

    Job DescriptionSales Development Representative at The Lead Network GroupLocation: Edinburgh, ScotlandAbout Us:The Lead Network Group is a dynamic and innovative company specialising in providing cutting-edge lead generation solutions to businesses across various industries. Our mission is to empower our clients with the tools and strategies they need to...