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Senior Representative, Client Processing

BNY Mellon
Lake Mary, Florida, United States
3 days ago



BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. BNY Mellon's Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.

  • Pricing of securities
  • Challenging vendor data
  • Monitoring service queues
  • Responding to client calls and emails
  • Work on periodic projects


In this role you will gain general knowledge of the industry landscape of financial services and develop subject matter expertise in Managed Accounts. You will build a network of peers within Pershing|BNYM, and gain experience working independently and directly with our clients and industry partners.

  • Bachelors degree and/or equivalent combination of education and work experience.
  • FINRA Series 7 (required)
  • Experience with the Microsoft Office product suite

The successful candidate will demonstrate/possess:
  • Work experience in brokerage or managed accounts is preferred
  • Effective communication skills
  • A desire to collaborate, problem solve and seek innovative ways to improve processes
  • Self-starter who is always willing to learn and take on new responsibilities
  • Result driven
  • 5+ years of total work experience in brokerage processing preferred

Job Information

  • Job ID: 63288745
  • Location:
    Lake Mary, Florida, United States
  • Position Title: Senior Representative, Client Processing
  • Company Name For Job: BNY Mellon
  • Job Function: Other

Please refer to the company's website or job descriptions to learn more about them.

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