Job description

Overview

Who we are:
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of September 30, 2022, BNY Mellon had $42.2 trillion in assets under custody/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand for The Bank of New York Mellon
Corporation (NYSE: BK). Additional information is available a t www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom a t www.bnymellon.com/newsroom for the latest company news

What we do:
BNY Mellon | Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. BNY Mellon’s Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.
Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc., a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 and a leading provider of managed accounts solutions. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.

Team & Role:
BNY Mellon | Pershing’s Institutional Solutions team focuses on bringing the most stable and trusted global clearing infrastructure in the marketplace to Broker-Dealers, Investment Banks, Hedge Funds, and Asset Managers. As a key member of our Broker Dealer Account Management team, you will be responsible for overseeing assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities.

Responsibilities: In this role, you will:
Proactively consult core, large, complex client accounts, ensuring continued client satisfaction and listening for cues on client needs, as well as advising clients on best practices, organizational solutions and regulatory changes
Track and report on client metrics; contribute to the identification and development of appropriate metrics
Act as day-to-day point of contact for assigned clients
Collaborate with Relationship Managers to enhance the account strategy
Stay abreast of clients’ account activity occurring throughout the firm; liaise with relevant Operations contacts (internally and externally) to coordinate service to clients
Directly manage client inquiries and resolve problems
Deepen your understanding of the business environment of assigned clients, industry trends, and competitor services/offerings
Contribute to the development/enhancement of the Account Management function

Benefits:
You will be able to contribute to the success of our Broker Dealer Account Management team by sharing your account management knowledge and skills, excellent client service ethic, and ability to mentor less experienced team members. You will also partner with colleagues across the broader Institutional Solutions team and BNY Mellon | Pershing enterprise to build breadth of knowledge on the firm's products/services and gain exposure to increasingly complex client accounts and issues.

The successful candidate will demonstrate/possess:
Bachelor’s degree or the equivalent combination of education and experience
7-10 years of total work experience (preferred)
Experience in Account Management or Client Service Delivery is preferred
Strong understanding of the broker dealer world is a plus
FINRA Series 7 preferred

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $63,000 and $140,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Employer Description:
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 and 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.

EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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