Authentic, innovative and results-driven? Raise your hand if that sounds like you!
We’re looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
As the fastest growing RIA custodian in the U.S., BNY Mellon’s Pershing Advisor Solutions offers a fast paced environment and dynamic culture where “client first” is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
Client Processing - IC3 Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner. Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves complex 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. Provides support to lower level client processing roles. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions. Contributes to the achievement of related teams objectives. FINRA Series 24 or Series 9/10 required.
QualificationsBachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Colorado-Greenwood Village
Internal Jobcode: 70604
Organization: Pershing Domestic-HR06431
Requisition Number: 1918352