Overview
About BNY Mellon
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 and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
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- Client Processing - Manages a medium to large-sized team or multiple small Client Processing teams.
- Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.Manages Client Processing activities through other managers or a large team of senior professionals.
- Serves as a top level of support for external clients who were not able to have problems resolved at a lower level.
- Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Identifies and implements process improvements to improve the experience for all stakeholders
- Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
- Provides input into departmental budgets and planning.
- May develop business plans for team/group operations.
- Manages one or more Client Processing teams.
- Contributes to the achievement of team objectives.
- Bachelors degree or the equivalent combination of education and experience is required.
- FINRA Series 7 license required.
- FINRA Series 24 license, preferred
- Advanced/graduate degree preferred.
- 7-10 years of total work experience is preferred with at least 1-3 years in management.
- Experience in brokerage processing is preferred.
- Applicable local/regional licenses or certifications as required by the business.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
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.