Associate, Client Service II

BNY Mellon Capital Markets, LLC; Pennsylvania; Hybrid; USD 60,000 - 70,000; Full time

Job summary

BNY Mellon Capital Markets, LLC is seeking an Associate Client Service II to join their Archer team in Berwyn or Pittsburgh, PA. This role involves managing client accounts, ensuring service level agreements, and fostering communication with financial partners. The ideal candidate will hold a Bachelor's degree with 3-5 years of experience, excelling in organization and problem-solving while contributing to a collaborative team environment.

Benefits

Highly competitive compensation

Flexible global resources and tools

Paid volunteer time

Qualifications

• 3-5 years experience in a related capacity.
• Ability to work under tight timelines.
• Team player with a positive attitude.

Responsibilities

• Establish new accounts and manage account maintenance.
• Frequent communication with custodians and banks.
• Provide support for department projects.

Skills

Organizational skills

Communication skills

Analytical skills

Problem-solving skills

Education

Bachelor's degree in business, finance, or related field

Tools

Microsoft Office

Job description

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Job Description

Associate Client Service II

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

We’re seeking a future team member for the role of Associate Client Service II to join our Archer team. This role is located in Berwyn, PA or Pittsburgh, PA – Hybrid.

In this role, you’ll make an impact in the following ways:

• Establish new accounts and process account maintenance items according to service level agreements
• Manage multiple workflow queues throughout the day to ensure accounts are traded within the client/sponsor guidelines
• Process Quality Control checks of New Accounts, Account Maintenance Transactions to ensure accuracy prior to trading
• Frequent communication with custodians, banks, and brokers to expedite and resolve issues
• Respond to various requests from intermediaries in a timely and professional manner
• Act as an interface between business units
• Provide support in department projects as needed
  
  

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in business, finance, or related field required
• 3 - 5 years experience in a related capacity
• Experience working under tight timelines, producing accurate results, and mitigating risks
• Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
• Strong verbal and written communication skills required to interact with both internal and external parties
• Strong analytical, research, and problem solving skills as well as attention to detail
• Team player with a positive attitude who can effectively train and supervise others
• Industry knowledge preferred
• Self starter attitude
• Ability to organize, manage data, prioritize tasks and work in a deadline oriented environment
• Ability to learn and adapt in a growing and changing environment
• Demonstrate aptitude in troubleshooting and complex problem solving
• Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems
  
  

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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