Customer Processing Associate- Asset Management Accounts Job recruitment

Customer Processing Associate- Asset Management Accounts (Job Number: 1208111)

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

The individual in this position is charged with offering excellent support to our Introducing Broker/Dealers and customers. The primary responsibilities include reviewing processing Asset Management Account applications and supporting documentation in order to establish check writing and/or debit card privileges for brokerage accounts. He or She will also be responsible for replying to incoming service center requests, phone calls, faxes and emails from Introducing Broker/Dealers. Inquiries will include new account openings, retrieving check copies from various banks image files, account transfers, cash/margin inquiries, general account maintenance, documentation inquiries, resolving time sensitive issues and suggesting implementing process improvements and assisting the Fraud Area in filing Incident Reports and dispute case files.

Ideal candidates will have knowledge of the securities and banking industries, demonstrate strong customer service skills including verbal and written communication, have strong listening skills and the ability to demonstrate empathy. In order to be effective and excel in the position, associates are required to have or acquire a detailed understanding of the business area, as well as the departments policies and procedures.

Qualifications

- College degree and 2+ years work experience in a related brokerage environment preferred.

- Excellent verbal/written communication skills a must.

- Client facing experience desired.

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