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Chatting Work From Home Jobs An Intermediate Representative in Client Processing plays a pivotal role in managing and facilitating client transactions within an organization. This position typically involves handling a range of operational tasks to ensure seamless client service and maintaining accuracy in financial or business processes.

The representative acts as a bridge between the client and the organization, addressing queries, resolving discrepancies, and ensuring compliance with regulatory standards. Their responsibilities include processing client requests such as account setups, fund transfers, or transaction reconciliations. They also work closely with internal departments to escalate complex issues and meet client needs effectively.

Attention to detail is crucial, as this role often involves handling sensitive client data and adhering to strict timelines. Intermediate representatives must stay informed about company policies, industry trends, and technological tools that enhance process efficiency.

Success in this role requires excellent communication and problem-solving skills, coupled with a client-centric approach. A background in finance, banking, or customer service is often beneficial, as it provides the necessary knowledge and experience to handle dynamic client interactions. In summary, an Intermediate Representative in Client Processing ensures high-quality service delivery, fostering client trust and contributing to the organization’s operational excellence.

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At BNY Mellon, we pride ourselves on a culture that fosters growth, innovation, and success. As a global financial leader, we are at the heart of the world’s financial system, influencing nearly 20% of the world’s investible assets. Each day, our 50,000+ employees worldwide contribute their unique perspectives to craft solutions that create meaningful impacts for businesses, communities, and individuals.

Our dedication to excellence and inclusivity has established us as an industry leader, recognized for innovation and creating an environment where everyone belongs. Together, our collective talents and ideas drive progress, embodying what we call #LifeAtBNY—a commitment to making money work for the world.

Join Us in Shaping the Future

We are currently seeking an Intermediate Representative, Client Processing to join our Corporate Trust business team. This role is based in Pune, Maharashtra, and follows a hybrid work model.

This position offers a unique opportunity to play a pivotal role in delivering exceptional client services and operational excellence. By joining our team, you will contribute to our mission of building trust, efficiency, and value for our clients and partners.

Key Responsibilities

As a Client Processing Representative, you will make a significant impact through the following responsibilities:

1. Team Leadership and Development
   • Help coordinate and execute work plans, ensuring alignment and cohesion within the team.
   • Provide motivation, coaching, and constructive feedback to team members to enhance their performance and growth.
   • Report progress and performance metrics to tribe leaders while contributing to employee development initiatives.
2. Client Service and Support
   • Perform routine and complex client service tasks, including transactional support and resolving client inquiries.
   • Collaborate with cross-functional teams to ensure timely service delivery and effective issue resolution.
   • Manage account-related transactions based on client-authorized directions and scheduled events.
3. Problem-Solving and Research
   • Address inquiries and challenges requiring in-depth analysis and creative problem-solving.
   • Escalate complex issues to senior colleagues for resolution while maintaining high service standards.
4. Operational Excellence
   • Oversee account reconciliation and ensure alignment with industry standards and best practices.
   • Perform operational tasks within specific products or functional areas, contributing to the team’s objectives.
   • Allocate and review work completed by team members to maintain quality and accuracy.

Qualifications for Success

To excel in this role, we are looking for candidates with the following qualifications:

• Education and Experience:
  • A bachelor’s degree or an equivalent combination of education and experience.
  • 0–3 years of professional experience, ideally in financial services, client service, or operations.
• Skills and Expertise:
  • Proficiency in intermediate to advanced Excel functions.
  • Strong attention to detail, multitasking abilities, and a proactive mindset.
  • Background in Corporate Trust, finance/accounting, compliance/reporting, or reconciliation is a plus.
  • Familiarity with CLO/CDO/SOLVAS platforms is preferred.

Awards and Recognition

At BNY Mellon, our culture of innovation, inclusivity, and excellence has earned us numerous accolades:

• America’s Most Innovative Companies (Fortune, 2024)
• World’s Most Admired Companies (Fortune, 2024)
• Corporate Equality Index: 100% Score (Human Rights Campaign Foundation, 2023–2024)
• Best Places to Work for Disability Inclusion (Disability: IN, 100% Score, 2023–2024)
• Most Just Companies (Just Capital and CNBC, 2024)
• Dow Jones Sustainability Indices: Top Performer for Sustainability (2024)
• Bloomberg Gender Equality Index (GEI), 2023

These recognitions reflect our commitment to creating a workplace where innovation thrives and employees are empowered to succeed.

The BNY Experience: Benefits and Rewards

We understand that supporting our employees’ well-being is essential to fostering success. BNY Mellon offers a comprehensive range of benefits and rewards designed to support you through life’s key moments.

Competitive Compensation

Our pay-for-performance philosophy ensures that your contributions are recognized and rewarded.

Health and Well-Being

We provide flexible global resources and tools to help you prioritize your health, enhance resilience, and achieve personal goals.

Generous Paid Leave

We offer a variety of leave options, including paid time off for volunteering, to support you and your family when it matters most.

Career Growth Opportunities

We invest in your professional development, providing access to training, mentorship, and pathways to advance your career.

Why Choose BNY Mellon?

At BNY Mellon, you’re not just joining a company—you’re joining a global community dedicated to making a difference. Our culture empowers employees to push boundaries, think creatively, and contribute to a legacy of excellence. Whether you’re building innovative solutions or nurturing meaningful client relationships, you’ll find opportunities to grow and succeed every step of the way.

Final Thoughts

Being part of BNY Mellon means being at the forefront of financial innovation, working alongside talented individuals to create solutions that matter. If you are ready to make an impact and embark on a journey of growth and success, consider joining our team. Together, we can shape the future of finance, empowering people, businesses, and communities worldwide.

👇 HERE YOU CAN JOIN OUR SAI VIKRAM ACADEMY FAMILY👇

Prakadeesh N