Associate, Trading Services Representative I

BNY; Boston (MA); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Join BNY as an Associate, Trading Services Representative I in Boston. This hybrid role involves supporting trading services, resolving client inquiries, and collaborating with internal teams. Ideal candidates will have a Bachelor’s degree and a passion for finance, backed by relevant experience.

Benefits

Flexibility in work location

Competitive compensation and benefits

Paid volunteer time

Qualifications

• 0-3+ years of experience in financial investments preferred.
• Experience with trading systems considered a plus.

Responsibilities

• Support execution of trading services to money managers and advisors.
• Resolve complex issues and ensure trades are recorded properly.

Skills

Client experience

Problem solving

Collaboration

Education

Bachelor's degree preferred

Job description

Associate, Trading Services Representative I

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Associate, Trading Services Representative I

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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.

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 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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