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Client Services Analyst
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Reference #: 55251
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We\'re seeking a future team member for the role of Associate, Client Service II to join the team. This role is a hybrid work schedule (3 days a week in office), and can be located out of our Houston, TX - OR - Pittsburgh, PA office.
In this role, you will make an impact in the following ways:
Responsible for administering a portfolio of complex Corporate Finance client accounts to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfolio\'s compliance matters, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
Works with external clients and legal counsel to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical issues and ensuring requests are executed. Applies intermediate problem-solving skills, experience and judgement to analyze information.
Uses communication skills to deliver high quality service to a specialized client base.
May be the central point of contact for business development and assume client onboarding and/or risk management responsibilities; while Participating in internal activities and initiatives designed to improve the client experience.
To be successful in this role, we\'re seeking the following:
Bachelor\'s degree or the equivalent combination
2-4 years of work experience in Financial Services
Experience in client services and/or and operational area is desired
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg\'s Gender Equality Index (GEI)
Best Places to Work for Disability Inclusion, Disability: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP\'s Climate Change \'A List\'
Forbes Blockchain 50
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LIHybrid
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Reference #: 22170286
Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a 6 month + contract position requiring 5 days onsite.
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Analyst, Engagement Financial Advisor (EFA) - Government Public Services (GPS)
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Reference #: 54318
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We\'re seeking a future team member for the role of Associate, Client Processing II to join our Wealth Management team. This role is located in Pittsburgh, PA. This role is a hybrid role with 3 days in the office and 2 days working from home.
In this role, you\'ll make an impact in the following ways:
Performs routine and non-routine client service and transactional support functions.
Provides analytics and reporting services, working to improve and automate transaction processing systems.
Advises organizational units/teams to ensure timely delivery of service, or resolution of issue.
Provides oversight and direction to lower-level service roles in the successful delivery of support or service.
Processes account related transactions per scheduled events/client authenticated direction.
Answers inquiries and resolves problems or issues.
Assesses needs and suggests/promotes alternative approaches to service models.
Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
Solves problems based on an understanding and knowledge of the intricacies of the system.
Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
Manages situations which may require adaptation of response or extensive research according to internal or external client response.
To be successful in this role, we\'re seeking the following:
Bachelors degree or the equivalent combination of education and experience is required
3-5 years of total work experience is preferred
Experience in settlement processing is preferred
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg\'s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
, Disability: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
CDP\'s Climate Change \'A List\'
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic roups/Females/Individuals with Disabilities/Protected Veterans.
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Reference #: 55776
Associate, Client Processing Representative I (Structured Finance/Centralized Loan Obligation)
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We\'re seeking a future team member in the role of Associate, Client Processing Representative to join our Corporate Trust/CLO team. This role is located in Pittsburgh, PA - Hybrid.
In this role, you\'ll make an impact in the following ways:
Performs routine and non-routine client service and transactional support functions.
Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
Processes account related transactions per scheduled events/client authenticated direction.
Following established procedures, answers inquiries, and resolves problems or issues.
Manages situations which may require adaptation of response or extensive research according to client response.
Oversight and reconciliation of accounts.
Escalates more complex situations to senior colleagues.
Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
Performs complex operational tasks in a product or functional area.
May be responsible for allocating and checking the work of team members.
Contributes to the achievement of team objectives.
To be successful in this role, we\'re seeking the following:
Bachelor\'s degree or the equivalent combination of education and experience is required.
2-3 years of total work experience strongly preferred.
Intermediate to advanced excel skills.
Attention to detail, multi-tasking, sense of urgency and using initiative.
Client Service/Operations experience within financial services is strongly preferred.
Corporate Trust background preferred.
Finance/accounting, compliance/reporting, reconciliation background experience preferred.
CLO/CDO/SOLVAS background preferred.
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg\'s Gender Equality Index (GEI)
Best Places to Work for Disability Inclusion, Disability: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP\'s Climate Change \'A List\'
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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Reference #: 56121
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We\'re seeking a future team member for the role of Senior Associate, Anti Money Laundering/Prevention/Know Your Client to join our Wealth Management team. The role is located in Pittsburgh, PA and is eligible for flexible work arrangement.
In this role, you\'ll make an impact in the following ways:
Serves as the last line of accuracy assurance for client reports.
Conducts a thorough quality review of basic client reports to ensure all information in the policy is accurately reflected in the profile.
Reviews complex client reports to ensure all information in the policy is accurately reflected in the profile.
Reviews profiles that have been flagged for escalation during the profile renewal process.
Amends client profiles when appropriate.
Maintains a current understanding of global issues, risks and events that could affect a clients risk level.
Identifies and updates profiles when appropriate.
Communicates with internal stakeholders and external clients in order to resolve any issues, as needed.
To be successful in this role, we\'re seeking the following:
Bachelors degree or equivalent combination of education and work experience required.
5-7 years of total work experience preferred.
Experience in trading, brokerage, fraud or law preferred.
Applicable local/regional licenses or certifications as required by the business.
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion, 2023
Bloomberg\'s Gender Equality Index (GEI), 2023 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023
Human Rights Campaign Foundation, Corporate Equality Index, 2023
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023
Forbes Blockchain 50, 2023
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
