BNY Mellon Sr Analyst, Client Processing- PAS in Lake Mary, Florida
Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. Provides direction to lower-level service roles in the successful delivery of support or service. Answers inquiries and resolves problems or issues. Assesses needs and suggests/promotes alternative approaches to service models. 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. May be responsible for allocating and checking work of support team members. May be responsible for specific supervisory review and approval actions. Contributes to the achievement of team objectives.
Bachelor’s degree or the equivalent combination of education and experience is required. 3-5 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable FINRA licenses are 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-Florida-Lake Mary
Internal Jobcode:* 09308
Job:* Customer/Client Service
Requisition Number:* 1615122
Category: Customer/Client Service