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Intermediate Representative, Client Processing

eFinancial Careers
Job LocationLiverpool
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

OverviewWho 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 worlds leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5billion 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 worlds 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 worlds 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 managersWhat we do:
  • The role reports to the Vice President, Client Service Delivery with specific responsibility for:
  • Account Transfers process transfers in or transfers out of an account portfolio (ISA/GIA/OSB/SIPP) either from or to another account provider.
  • Account Transfers will liaise with the counterparty to onboard/offboard the assets, input stock expectations/instructions, deal with all incoming and outgoing cash payments, and deal with all transfer paperwork. They will track settlement of all transfersto completion and provide reporting to Clients to track progress.
  • Unit Trust Transfers process unit trust and mutual fund transfers in and out of Pershing nominee companies and will make enquiries with fund managers to resolve overdue items.
The successful candidate will:Provide quality client service and support to clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.
  • Under direct supervision, performs less complex operational tasks in a product or functional area, including processing updates to client accounts or company records.
  • Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
  • Responds to client inquiries. Investigates and corrects errors in company records and client accounts.
  • Accurately opens and updates accounts or company records.
  • Provides product knowledge and technical assistance as necessary.
  • Responsible for the quality and completion of own work.
Experience & Qualifications: Knowledge of Account Transfers Knowledge of ISA regulations Excellent communication skills both written and verbal Good attention to detail, prioritisation and time management required Client focussed with a willingness to understand and assist with client queries Experience working in a financial services regulated environment desirable 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 worlds financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients 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 morethan 100 markets. Its 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: careers.

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