CT Assoc Relationship Mgr (ARM Job
CT Assoc Relationship Mgr (ARM (Job Number: 1304963)DescriptionCT Associate Relationship Manager (ARM) s primary purpose is to provide support to the RM or SRM to sponsor, manage and develop existing CT client relationships and work directly with the Global Client Solutions Group and the client service teams on the daily administration and coordination of the assigned client relationships. The primary activities of the ARM role include assisting in relationship management, new business development, account planning, and client service coordination of relationships. In some cases, the ARM may manage Read more […]
Account Analyst Job
Account Analyst (Job Number: 1304320)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 Read more […]
Derivatives Ops Mgr II Job
Derivatives Ops Mgr II (Job Number: 1304458)DescriptionThe incumbent will manage the OTC Derivatives Middle Office team covering a broad range of OTC derivative products – Interest, Credit, Total Return – and all Middle Office services – trade capture, confirmation, lifecycle settlement. The team has many contact points including the client, internal departments (Accounting, Fund Admin), counterparties/brokers. The team is responsible for undertaking middle office services for a client(s) and ensuring issues/risks are pro-actively investigated to resolution. The team must ensure they meet client Read more […]
Derivative Analyst
Derivative Analyst – Eagle Ops (Job Number: 1304453)DescriptionThe incumbent will provide global processing support to accounts on Eagle STAR/PACE Platform. S/He will be responsible for setup of the security master data and pricing of all derivates and non derivates on the Eagle Platform. The candidate will meet with prospective and current clients and must be well versed on all types of asset classes. The incumbent will also work with Bank of New York Mellon’s vendors to ensure the accuracy of the data being provided.QualificationsThe qualified candidate will possess a Bachelor’s degree with Read more […]
Senior Performance Analyst Job
Senior Performance Analyst (Job Number: 1304619)DescriptionThe Senior Performance Analyst will be responsible for ensuring accurate portfolio returns are being generated from the Barclay’s POINT application on both a daily and a monthly basis. S/He will be expected to independently research, explain, and resolve differences between Barclay’s POINT and Standish calculated returns.An understanding of investment accounting, performance attribution and working knowledge of various fixed income securities and security analytics (i.e. Duration, Yield) is preferred. The Senior Performance Analyst will Read more […]
WM Direct Regional Supervisor Job
WM Direct Regional Supervisor (Job Number: 1304170)DescriptionResponsible for supervision of all business activity related to the operation of the Wealth Advisors and Wealth Management Direct Divisions of MBSC Securities Corporation. Responsible for licensing, training, and supervision of Registered Representatives, including Referral Representative Program and licensed customer service representatives and associated staff. Liaison between Registered Representative, MBSC customer service representatives and National Supervisor. Responsible for implementation and monitoring of all compliance and Read more […]
Private Banking Associate II Job
Private Banking Associate II (Job Number: 1304151)DescriptionThe incumbent manages the day to day banking relationship for an assigned portfolio of banking clients. Many of the assigned clients are high profile investment clients as well. Responsibilities including client inquires/requests; verifying client documentation; coordinating KYC/AML processes and procedures for client portfolio; coordinating communication with the client; executing and managing any projects relative to client portfolios and training junior staff. Coordinates banking services with investment service for shared clients. Read more […]
Acct Admin I, Mutual Funds Cus Job
Acct Admin I, Mutual Funds Cus (Job Number: 1301130)DescriptionAssist in the delivery of services in accordance with agreed upon service standards, the custody trust instrument, and policies and procedures between Global Security Services (GSS) and institutional clients. Serve as an administrative contact for client portfolio servicing. May perform client visits. Prepare new accounts and portfolio transactions at the direction of the client. Reconcile portfolio transactions; verify daily projections reports and check for accuracy. Research discrepancies, develop potential solutions and submit to Read more […]
Sr Workflow Coordinator
Sr Workflow Coordinator – Houston (Job Number: 1305067)DescriptionReporting to a Section Manager the Sr.Workflow Administrator is responsible for coordinating the daily activities of the Operations Unit. Determines work flow and scheduling work assignments and rotations, employee training, back-up for absent employees. Keeps abreast of departments needs and makes recommendations to management for process improvements. Resolves problem situations of a technical nature. Investigates and resolves all transaction discrepancies. Effective and prompt response to all inquiries not resolved by the processing Read more […]
Shareholder Svs Spec II Job
Shareholder Svs Spec II (Job Number: 1306686)DescriptionAssist mutual fund shareholders, broker/dealers and fund companies with inquiries transactions. Maintain productivity and quality to ensure customer satisfaction. ORAL COMMUNICATION SKILLS: Provides or requests moderately complex information. Screens calls and responds to non-routine calls, makes proper referrals. Demonstrates appropriate team behaviors. WRITTEN COMMUNICATION SKILLS: Edits basic reports or correspondence. CLIENT CONTACTS: Maintains effective contacts at various levels in the organization. Begins to build external client contacts Read more […]