Client Service Admin Mgr Job
Client Service Admin Mgr (Job Number: 1312742)
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
Has responsibility for the relationships and account administration for larger more complex clients than the RMI. Acts as part of a team or as sole point of contact for all inquiries regarding securities clearance and collateral mgt. activities for BDS client base. Responsible for the overall implementation of higher service levels and client satisfaction through coverage responsiveness, knowledge and automation. Resolves escalated issues and develop action plans to mitigate future occurrences. Responsibilities include: account reviews, regular activity analysis, problem investigation and resolution, cross selling initiatives, maintenance of proper account documentation, legal coordination, portfolio reporting and review, operational support, uncovering and reporting of potential credit/risk issues, technology deployment and support. Broader responsibilities include assisting clients and management in business development via client visits, introductions, presentations etc.
Qualifications
- Minimum Experience Required: 4yr. college degree preferred, MBA a plus
- Minimum 7 years in banking/securities/brokerage experience including experience in Sales or Client Relations
- Strong interpersonal skills and client focus
- Financial, analytic, and accounting ability
- Ability to multi task and co-ordinate a large number of complex integrations accurately within tight time frames
- Working knowledge of MS Word, Excel, PowerPoint and technical operating systems
- Performs all work in compliance with Company policies and procedures
Primary Location: New York, NY, US
Internal Jobcode: 26120
Job: Investment Management
Organization: Broker Dealer Advisor Service-HR06024
Leave a Reply
You must be logged in to post a comment.