Customer Processing Analyst Job

BNY Mellon
(View company profile)
Jersey City, NJ
Job Type:
Full Time
Asset Management
Yrs of Exp:
5+ to 7 years

Job Description

Customer Processing Analyst (Job Number: 1307986)

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

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.


This position supports Pershing Advisory Services (PAS) Operations. Provide superior service to internal and external clients, including other Pershing departments/lines of business. Follow-up on information required to process requested transactions. Respond to questions and resolve issues within scope of knowledge and authority. Responsible for accuracy and timeliness of own work. Work must be processed within established time frames, in accordance with service standards, and SEC rules and regulations. Customer contacts must be handled with the highest level of customer service. Contacts are routine and within established guidelines. Works in a collaborative team environment and is a positive influence within a team model structure. Comply with Firm operational guidelines and policies following all rules and regulations of the regulatory agencies as well as Firm policy and procedure. Ensure that work is accurately and efficiently processed while providing service to clients. Follow service excellence standards and best practices. Escalate client issues and complaints on operational matters to management, when necessary. Have the ability to work on multiple trade issues, customer issues and projects simultaneously.


* BA Degree required.
* 5-7 years' experience preferred.
* Series 9 & 10 or 24 required

Primary Location: United States-USA-New Jersey-Jersey City
Internal Jobcode: 12480
Job: Customer/Client Service
Organization: Pershing-HR06361

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