The incumbent provides support to Relationship Managers with client relationships and works with the relationship manager on daily administration, fiduciary, multi-generational, accounting and tax issues on assigned accounts. In addition, the Assistant Relationship Manager may have responsibility for small Family Office client relationships and will work closely with family offices, individual clients and their advisors. S/He must also possess the technical and communication skills to enable him/her to participate in the sales process and service delivery for new Family Office relationships.
QualificationsBachelor's degree and at least 1 - 3 years of experience in the investment/fiduciary management industry.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 08289
Job: Wealth Management
Organization: Planned Giving-HR16085
Requisition Number: 1916972