Intermediate Representative, Dealing Support
BNY MellonLiverpoolUpdate time: September 6,2021
Job Description
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 distinctive investors. BNY Mellon has approximately $16.5 billion 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 world’s 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 world’s 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 managers About BNY Mellon's Pershing BNY Mellon’s Pershing is a leading provider of clearing and custody services that is uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to Pershing for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc., Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, and Pershing Limited. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing. Position Summary Responsible for Trade Support/Reconciliation processes supporting the Dealing Desk. Responding to client enquiries in a timely manner. Strict adherence to department policies and procedures is critical due to increased risk and exposure to the firm as a result of trade errors. Provides quality client service and support to clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner. Use of in house technology to process Orders and reconcile positions. Primary Responsibilities Under direct supervision, performs operational tasks for dealing support, 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 enquiries. Investigates and corrects errors. Provides product knowledge and technical assistance as necessary. Responsible for the quality and completion of own work. Qualifications Required Skills Experience in dealing with clients over the phone and written (email) Proven track record of delivering excellent client service Ability to adapt to change and use initiative to overcome challenges Must have intermediate knowledge of Microsoft Office products (specifically Word, Excel, Access, Outlook) Understanding of Collective Investment Schemes desirable BNY Mellon is an Equal Employment Opportunity Employer. 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. Primary Location: United Kingdom-Merseyside-Liverpool Job: Customer/Client Service Internal Jobcode: 70610 Organization: Pershing International-HR16947 Requisition Number: 2116793

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