BNY Mellon Careers

Sr. Analyst, Account Mgmt

King of Prussia, Pennsylvania
Sales/Marketing


Job Description

Account Management - IC2 Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts are typically small and non-complex, often a single product. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager. Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Keeps abreast of client account activity occurring throughout the firm. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager.  

Qualifications

Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.  FINRA Series 65 or 66 required

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: 70006
Job: Sales/Marketing
Organization: Pershing-HR06431
Requisition Number: 1808067