Account Manager 2 Job
Account Manager 2 (Job Number: 1316727)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com .
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.
Description
Provides in-depth daily customer service including problem resolution in a timely manner to designated external customers, through extensive phone interaction and personal visits. Foster and maintain customer relationships by providing in-depth daily customer support, including problem resolution in a timely manner, help customers work effectively with Pershing, communicating internal and external change, and attracting new incremental revenue with designated external customers through extensive interaction and personal visits. Incumbent demonstrates superior performance with the firm's first customer asset tier class or similar performance in the industry. They will require minimal supervision. These AM's support the firm's 2nd highest customer asset tier. Provides in-depth daily customer service including problem resolution in a timely manner to designated external customers, through extensive phone interaction and personal visits. Maintains all client relationships to accounts in accordance with all applicable regulations and Pershing policies. Provides product knowledge and technical assistance as necessary. Informs correspondents of new products/systems to maintain and increase revenue stream. Resolves high-level problems and issues complaints. Provides exemplary customer service and that all issues are resolved completely, properly and in a timely fashion. Executes all correspondent requisitions and issues in a timely and accurate manner with a good understanding of the underlying business and specific customer needs. Assists relationship managers with new prospects and when signing new businesses or pursuing incremental revenue opportunities. Maintains open lines of effective communication with both internal and external customers. Assists in determining financial impact and re-price existing correspondents, balance and reconciliation of month-end reports. May travel on business 20% - 40% of the time.
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Bachelor s degree in a related field with 2 to 5 plus years of experience in the financial services industry; Series 7 license required within one year of employment or assignment to this position. Ability to develop and maintain an affective working relationship with clients. Strong product knowledge. Strong negotiation, decision making, problem solving and analytical skills. A professional and courteous manner when interfacing with all internal and external customers. Ability to uphold and practice the highest code of ethical standard and conduct. Ability to effectively prioritize and multi-task in a high-pressure, high volume environment. Good written and verbal communication skills. Ability to complete platform presentations in front of large groups. Ability to think independently, to be self-motivated and acquire new skills and knowledge. Ability to understand and explain all aspects of the Standard Pricing Agreement and to balance and reconcile month-end reports. Strong Technical skills, working knowledge of WEB based products/technologies. Knowledge of policies and procedures for IRA, Margin, ACAT s, COD, Custody Tax Reporting. Extensive experience with (or possess the ability to quickly learn) in-house Pershing systemsP. PC skills: Microsoft Office, Database management experience.
Qualifications
- Bachelors degree and experience in the financial services industry required.
- Series 7 license required within one year of employment to this position.
- Good written and verbal communication skills. Ability to complete platform presentations in front of large groups.
- Ability to develop and maintain effective professional working relationships with external and internal clients.
- Basic investment product knowledge.
- Good negotiation, decision making, problem solving and analytical skills.
- Ability to think independently, and be self-motivated to acquire new skills and knowledge.
- Ability to uphold and practice the highest code of ethical standard and conduct.
- Ability to effectively prioritize and multi-task in a high-pressure, high-volume environment.
- Good business knowledge of technology solutions and their applicability.
- Good knowledge of brokerage and advisory operational disciplines.
- Good desktop technical skills surrounding Microsoft Office and CRM technologies.
Primary Location: Jersey City, NJ, US
Internal Jobcode: 11680
Job: Customer/Client Service
Organization: Pershing-HR06431
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