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Associate, Trading Services Representative I

BNY Mellon

Boston (MA)

On-site

USD 55,000 - 85,000

Full time

22 days ago

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Job summary

Join BNY Mellon as a Trading Services Representative in Boston in a hybrid role. You will support trading services, collaborate with internal teams, and handle complex client inquiries, while contributing to managing and sustaining client wealth through effective trading operations.

Benefits

Competitive compensation
Generous paid leave
Wellbeing programs

Qualifications

  • Experience in financial investments desired.
  • Preferred 0-3+ years of work experience.
  • Strong problem-solving and client service skills.

Responsibilities

  • Support in the execution of trading services to money managers and advisors.
  • Collaborate across teams to resolve system errors.
  • Handle complex internal and external inquiries and complaints.

Skills

Financial investments
Client service
Problem-solving
Collaboration
Communication

Education

Bachelor's degree preferred

Job description

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 #LifeAtBNY is all about.


As a leading wealth manager, BNY Wealth is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.


We're seeking a future team member for the role of Trading Services Representative to join our BNY Wealth team. This role is located in Boston - HYBRID.


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



  • Provide support in the execution of trading services to money managers, advisors and internal employees.

  • Train on the different systems used by those serviced.

  • Responsible for developing pricings for order based on a variety of defined procedures and acts as an escalation point for issues with trade systems.

  • Collaborate across internal teams in order to resolve complex system errors.

  • Ensure trades are recorded properly and raises flags when breaks arise between trade desks and back offices.

  • Highlight trends in trade breaks to resolve broader issues.

  • Respond to the most complex issues regarding client experience and guides less experienced staff in error resolution.

  • Handle complex internal and external clients inquiries and complaints.

  • Deliver reports on steps required to resolve issues and prevent reoccurrences.

  • Develop account reports


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



  • Bachelors degree preferred

  • 0-3+ years of total work experience preferred.

  • Experience in financial investments preferred


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 - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.



#LI_HYBRID


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