Customer Processing Associate- DBS Job
Customer Processing Associate- DBS (Job Number: 1307321)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com.
Pershing provides critical business process, financial and technology solutions for financial organizations around the globe.
We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors.
We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors.
From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.
Description
The qualified individuals will be responsible to service the day to day needs of introducing broker dealer clients including answering general questions received via phone queue, fax or email, reviewing paperwork, resolving time sensitive issues and assisting with process improvements. The applicant should be detail oriented and organized. Must have the ability to multi-task in a fast-paced environment, excellent leadership and interpersonal skills, strong systems knowledge, fact finding analysis and the ability to multi-task. Act as an advocate for clients across the firm. Establish and cultivate relationships with clients. Must be able to work effectively in a team environment. Excellent verbal/written communication skills a must. Client facing experience desired.
Qualifications
College degree. 2+ years work experience in a related brokerage environment. Series 7 and 63 licenses preferred.
Primary Location: United States-USA-Florida-Lake Mary
Internal Jobcode: 12420
Job: Customer/Client Service
Organization: Pershing-HR06431
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