Sr. Rep, Client Processing
7 days ago
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 complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex, manual processing of updates to client accounts or company records. 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.Identifies, investigates and resolves problems in client 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 and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.Review and check work of other Client Processing Support staff and help resolve escalated issues. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions.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. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business.. 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.
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Client Services Rep
7 months ago
Liverpool, United Kingdom Gibbs Hybrid Full timeClient Services Rep - Financial Services My client in the financial services sector requires a number of Client Services representatives to join them on a permanent basis (some fixed term assignments available too). The organisation provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial...
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Sr. Rep, Corporate Actions
6 days ago
Liverpool, United Kingdom BNY Mellon Full timeCorporate Actions - S4Serves as a lead in supporting the execution of mandatory and voluntary corporate action-related custody and accounting processing, processing liability notices, processing and allocating dividend and interest payments, and processing class action suits.Assists in communicating needs and issues internally with operating areas and...
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Sales Rep
7 months ago
Liverpool, United Kingdom Field Sales Solutions Full time**Are you looking for Short Term Flexible Work? We are looking for people in your area! **_We need you to support a new client to drive distribution in the Liverpool Area._** **We need a Sales Rep in Liverpool** **What you will need**: - Experience in Sales - A Smart phone to report the data - Good Communication skills - A positive ‘Can do’...
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Client Processing Administrator
5 days ago
Liverpool, United Kingdom Hays Specialist Recruitment Limited Full timeClient Processing Administrator, £22,000-£26,000 **Your new company** Our client is a Global Investments Company which provides investment management services that help institutions and individuals succeed in markets all over the world. They were established in the early 1900s and now operate across the regions of Europe, theMiddle East, and Africa,...
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Liverpool, United Kingdom BNY Mellon Full timeOverview 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...
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Associate, Client Processing
7 months ago
Liverpool, United Kingdom 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...
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Liverpool, United Kingdom The Bank of New York Mellon Corporation Full timeClient 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...
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Senior Representative, Client Processing
1 week ago
Liverpool, United Kingdom BNY Mellon Full timeOverview 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...
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Team Lead, Client Processing
2 days ago
Liverpool, United Kingdom BNY Mellon Full timeOverview BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth...
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Senior Representative, Client Processing
1 week ago
Liverpool, United Kingdom The Bank of New York Mellon Corporation Full timeClient 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...
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Team Lead, Client Processing
2 days ago
Liverpool, United Kingdom The Bank of New York Mellon Corporation Full timeBNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management,...
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Client Processing Operational Manager
16 hours ago
Liverpool, United Kingdom Gibbs Hybrid Full timeClient Processing Operational Manager My financial services client based in Liverpool requires a Senior Manager to join them and be responsible for managing multiple operational teams, and will report into the COO. The role requires both hands on management and strategic planning. The role willbe based in Liverpool with the flexibility to work 1-2 days a...
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Client Processing Lead Representative
1 week ago
Liverpool, United Kingdom Sellick Partnership Full time**_Lead Representative - Client Processing_** **_£30,000 - £38,000_** **_Permanent, Full time_** **_Liverpool (hybrid-working)_** Client Processing Lead Representative required to join a high-calibre Wealth Management organisation based in Liverpool. My client is looking for an experienced Client Processing Lead Representative who is looking to make...
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Team Lead, Client Processing
2 days ago
Liverpool, United Kingdom BNY Mellon Full timeOverview Client Processing - S7Supervises/manages the day-to-day operations of a small - to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily...
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Team Lead, Client Processing
2 days ago
Liverpool, United Kingdom The Bank of New York Mellon Corporation Full timeClient Processing - S7Supervises/manages the day-to-day operations of a small - to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks....
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Data Entry
5 days ago
Liverpool, United Kingdom Gibbs Hybrid Full time**Data Entry - Client Processing - Finance** **Liverpool** **Perm** **£20k-22k** Gibbs Hybrid is currently searching for a data processor for our leading global investment banking client based in Liverpool. This is also open to finance graduates without the below experience. - Financial processing case handling, claims handling, payroll admin or finance...
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Senior Representative, Client Processing
1 week ago
Liverpool, United Kingdom The Bank of New York Mellon Corporation Full timeResponsible for transaction processing and for post trade services. Provides client service and support to internal and external clients on a daily basis, including product knowledge and technical assistance, problem resolution, and account transaction or managed account processing pertaining to trade settlement. The following specialties are typically...
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Transfer Representative, Client Processing
3 days ago
Liverpool, United Kingdom BNY Mellon Full timeOverview **Job Title**: Transfer Representative, Client Processing **Department**: Transfers, Client Service Delivery **Location**: Liverpool **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...
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Transfer Representative, Client Processing
1 week ago
Liverpool, United Kingdom The Bank of New York Mellon Corporation Full time**Job Title: Transfer Representative **, **Client Processing** **Department: Transfers, Client Service Delivery** **Location: Liverpool** **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...
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Team Lead, Client Processing
1 week ago
Liverpool, United Kingdom BNY Mellon Full timeOverview Primary Responsibilities The Cash Management Team is responsible for ensuring the efficient control of client and firm Bank accounts, ensuring accounts are funded appropriately and accounting for all intra-day settlement activity to project end of day balances. The role involves the Management & Supervision of the team with key responsibilities...