Account Manager Assoc Job

Account Manager Assoc (Job Number: 1308692)

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 36 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

The Account Management role represents a core part of the relationship team that supports domestic and international broker dealer clients. The Account Manager is expected to cultivate relationships between clients and Pershing's subject-matter experts in an effort to exchange knowledge and ideas to further develop clients' business. There are three fundamental client responsibilities surrounding the Account Management role. First, Account Managers introduce and provide direction to clients on Pershing's service model to ensure that prompt, informed answers are being provided for daily operational and regulatory needs. Account Managers also ensure escalated technology or service disruptions are being addressed and resolved timely. Secondly, Account Managers identify opportunities to deepen product penetration and attract additional assets - cash management and fund solutions, as well as lending, managed account, wealth management and trade execution products--into clients' existing or growing business. Lastly, Account Managers promote and facilitate the delivery of Pershing's robust, proprietary, front-end access platforms by developing a rollout plan, driving adoption and by capturing specific client technology enhancement requests for further development. This business technology responsibility also requires Account Managers to align and integrate clients' existing technology platforms and third-party service providers with Pershing's flexible technology and open architecture. Account Managers travel on business approximately 20 % of the time.

Qualifications

* Bachelor's 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: United States-USA-New Jersey-Jersey City
Internal Jobcode: 11030
Job: Customer/Client Service
Organization: Pershing-HR06431

August 3, 2013 • Tags:  • Posted in: Financial

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