Authentic, innovative and results-driven? Raise your hand if that sounds like you!
We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
As the fastest growing RIA custodian in the U.S., BNY Mellon's Pershing Advisor Solutions offers a fast paced environment and dynamic culture where "client first" is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
Client Processing - S5 Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis. Responsibilities include transaction processing for Transfers, i.e. ACATs, Non-ACATs, Mutual Funds, International deliveries and Outgoing Non-ACATs. Also some Cashiering Requests, i.e journals, management fees and fee adjustments, setting up standing and periodic instructions, checks and wires. Phone interaction with other firms to get status updates on Incoming Transfers and problem resolution, will be required. Associate will be asked to perform complex, manual processing of account opening and updates to client accounts or company records. All transactions are to be completed in a timely manner.
Serves as the primary point of contact for internal clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Identifies, investigates and resolves problems in client accounts or company records.
Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional. Review and check work of other Client Processing Support staff and help resolve escalated issues. May be responsible for allocating and checking work of other team members. Responsible for the quality and completion of own work.
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business
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.
Primary Location: United States-New Jersey-Jersey City Internal Jobcode: 70609 Job: Operations Organization: Pershing Domestic-HR06431 Requisition Number: 2106663