BNY Mellon Careers

Mgr, Client Processing

King of Prussia, Pennsylvania
Operations


Job Description

Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. Serves as first line supervisor for assignment of tasks and resolution of issues. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented. Provides product knowledge and technical assistance on moderately complex problems. Acts as the team's initial point of contact for issues requiring escalation. Participates in the recruiting process; instructs, assigns, directs and reviews the work of client processing analysts; prepares performance reviews and provides ongoing feedback to staff. Supervises/manages a small client processing team. May be responsible for specific supervisory review and approval actions. Helps develop and contributes to the achievement of team objectives.  

Qualifications

Associate's degree in a related discipline or equivalent combination of education and experience is required; Bachelor's degree preferred. 7+ years of technical and management experience preferred; experience in the securities or financial services industry is preferred. Applicable FINRA licenses preferred (e.g., Series 7, 63, etc.) in regulated areas of the firm.

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 & 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.

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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Pennsylvania-King of Prussia
Internal Jobcode: 09306
Job: Operations
Organization: Pershing-HR06431
Requisition Number: 1805116