Senior Processing Clerk, Client Processing

  • Free
  • Published date: June 15, 2023
    • Pennsylvania, United States

Senior Processing Clerk, Client Processing
Pittsburgh, PA, United States

ID: 42116

Job Description
Sr. Processing Clerk, Client Processing


Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Sr. Technician to join our Global Payments and Treasury Services Operations team. This role is located in Pittsburgh, PA – 5 days in-office.


What We Do

Transfer Agency/Inbound Operations Group Overview

Pittsburgh’s Transfer Agency group is a growing operations team that is part of BNY Mellon’s Global Payments & Treasury Services Operations group. The team is responsible for reviewing shareholder documents and facilitating a variety of securities transactions, functioning as a trustworthy and reliable processing solution for mutual funds and investment companies. Transfer Agency provides a secure, effective, and digitally practical service that ensures processing efficiency while complying with all applicable standards and regulations.



In this role, you’ll make an impact in the following ways:

Performing an authenticity review of shareholder documents to verify original signatures, medallion stamps, raised seals, etc.
Reviewing source documents (checks) for legal requirements to process items according to the management companies’ check acceptance policy
Assisting mutual fund shareholders, broker/dealers and fund companies with inquiries and transactions
To be successful in this role, we’re seeking the following:

High school diploma or equivalent required – bachelor’s degree preferred
1-2 years’ experience preferred
Attention to detail and analytical skills
Experience in brokerage processing preferred
Reference : Senior Processing Clerk, Client Processing jobs

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