Account Manager 2 – Pershing Advisor Solutions Job recruitment

Account Manager 2 - Pershing Advisor Solutions (Job Number: 1205351)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Bvrse, the Irish Stock Exchange and the London Stock Exchange.

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.

Qualifications

Bachelors 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.

Primary Location: United States-USA-Colorado-Greenwood Village
Job: Customer/Client Service
Organization: Pershing Domestic-HR06361