Customer Processing Assoc III Job recruitment
Customer Processing Assoc III (Job Number: 1204317)
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 management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Bvrse, the Irish Stock Exchange and the London Stock Exchange.
Description
Provides quality customer service and support to Pershing's external customers on a daily basis, including phone interaction, more complex problem resolution, and account transaction processing in a timely manner.Performs complex operational tasks in a product or functional area. Conducts independent analysis, and policy interpretation. Performs complex transaction processing or clearance duties. Executes customer requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs. Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or a specialist. Identifies and resolves problems, investigates and corrects errors in customer accounts. Maintains correspondent accounts in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned operational tasks. Escalates problems or issues to management as deemed appropriate.To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Qualifications
High School diploma or equivalent is required; Bachelor degree, 3 to 5 years of experience and good understanding of primary process/product, a plus. Sound verbal and written communication skills. Professional and courteous manner when interfacing with all internal and external customers. Excellent interpersonal, customer service, and telephone skills. Ability to make decisions and recommendations while working independently. Ability to effectively prioritize, organize and multi-task in a high-pressure, high volume environment with tight deadlines. Problem solving and analytical skills, including the ability to collect and analyze data to make recommendations for actions required. Good product knowledge, knowledge of federal regulatory guidelines and Pershing policies. Ability to uphold and practice the highest code of ethical standard and conduct. Ability to provide on the job training and coaching skills to less experienced associates. Advanced PC skills and data entry skills.
Primary Location: United States-USA-New Jersey-Jersey City
Internal Jobcode: 12460
Job: Operations
Organization: Pershing Domestic-HR06361