Customer Processing Associate- Asset Management Accounts Job recruitment

Customer Processing Associate- Asset Management Accounts (Job Number: 1206595)

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 customers/Broker Dealers on a daily basis. Review checks that account holders have written for possible signature violations. Notify and work with Introducing Broker Dealers to verify the signature violations. File Incident Reports on suspicious and/or fraudulent activity. Partner with the AML team who investigates the Incident Reports that were filed. Assist account holders in submitting claims for debit card, check and ACH disputes. Act as a liaison between our debit card and check processor and the account holder and/or the Introducing Broker Dealer in regards to the dispute case. Assist the Customer Service Team with inquires that they receive from account holders and/or the Introducing Broker Dealers. Assist the processing team with data entry and clerical tasks as needed. Assist in testing and regression testing of systems enhancements.

Qualifications

Bachelor's degree preferred; experience in banking services and fraud control a plus; Solid analytical, research, writing and communication skills and experience with Microsoft office products preferred.

Primary Location: United States-USA-Florida-Lake Mary
Internal Jobcode: 12420
Job: Operations
Organization: Pershing Domestic-HR06361