Client Service Associate
Client Service Associate - International Wealth Management (Job Number: 1307419)
Description
The individual provides support to the Senior Client Management in the overall management of the EMEA client relationships and the daily administration of accounts (Investment Management, Custody, Loans, Trusts and Banking). Daily administration in New York is focused mainly on relationship management services. The individual also provides support to the new business development effort. This role entails close working interaction with the Senior Client Manager in New York and other members of the wider International Wealth Management team. The individual will have active, ongoing dialogues with clients and be responsible for handling and confirming financial transactions for clients. Under the direction of Senior team members, the individual is actively involved in the delivery of services in accordance with agreed upon service standards, the terms of the governing instrument, and BNY Mellon policies and procedures and maintaining client's KYC diligence. This will include monthly client reviews, maintaining client's files and updating the client Relationship tracking tool, along with other standard and ad hoc client requirements. In addition, the individual will have an active role in the KYC and Account Opening process, and will be expected to learn appropriate policies and procedures, and provide assistance in acquiring appropriate documentation as required. The role is an active and ongoing client facing position. The individual will provide administrative support to the Senior Client Management in all Compliance, AML and Audit related requirements for IWM business.
Qualifications
Undergraduate degree (BA) preferable.
Prefer prior experience in dealing with/working in international markets and dealing with multi-national clients. Multilingual is a plus. Attention to detail is essential. Should be naturally proactive. Should exhibit the ability to build relationships with colleagues within International Wealth Management. Must have a solid understanding of risk management. Should demonstrate a strong client focus and exhibit confidence in communicating with clients. Must be proficient in all Microsoft Office Applications.
Primary Location: United States-USA-NY-New York
Internal Jobcode: 53384
Job: Wealth Management
Organization: Wealth Mgmt Intl Client Segm-HR06268
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