Entry Level Analyst, Client Processing

The Bank of New York Mellon Corporation-Toronto, Canada

~Entry Level Analyst, Client Processing~

Responsibilities:

  • Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.
  • Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system.
  • Enters data, keying information from checks, interpreting payee information and transcribing into on-line system.
  • Begins monitoring exceptions.
  • May interact with record keepers to verify that client records are in sync with the fund company or another custodian.
  • Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
  • Responds to client inquiries, escalating non-standard issues to a Team Lead. May communicate with an external third party to research inquiries.
  • Investigates and corrects errors in company records and client accounts.
  • Accurately opens and updates accounts or company records.
  • Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations..
  • Provides product knowledge, market nuances and requirements and technical assistance, as necessary.
  • No direct reports.
  • Responsible for the quality and completion of own work.

Job Qualifications:

  • High school/secondary school or the equivalent combination of education and experience is required.
  • Bachelors degree preferred.
  • 2-3 years of total work experience preferred.
  • Experience in brokerage processing preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

**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.