Intermediate Representative, Investor Services
19 hours ago
Overview
**Who we are**:
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries.
As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
**Position summary**:
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.
**Primary responsibilities**:
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.
**Education**:
High school/secondary school or the equivalent combination of education and experience is required; bachelor's degree preferred.
**Our offer for you**:
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
**Employer Description**:
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Edinburgh, United Kingdom BNY Mellon Full timeOverview 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...
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Edinburgh, United Kingdom BNY Mellon 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...
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