Associate, Client Service Specialist

3 weeks ago

Pittsburgh, United States BNY Mellon Full time
Associate, Client Service Specialist - BNY Mellon Advisors

About BNY Mellon Advisors:

BNY Mellon Advisors is a unique business within BNY Mellon Investment Management that focuses on asset allocation, portfolio construction, manager research, and alternatives within a OCIO context as well as asset management context. The business constructs and manages multi-asset, multi-manager investment strategies using both proprietary and third-party investment strategies.

In addition, the team also acts as a discretionary, or non-discretionary, provider to asset owners on a global basis across institutional, intermediary, and family office channels. The business works across all of BNY Mellon and its affiliates and subsidiaries including, but not limited to, Global Distribution, Pershing, Asset Servicing, and the various investment affiliates of BNY Mellon. BNY Mellon Advisors designs and implements investment strategies that are bespoke to client needs and objectives using a myriad of asset classes, investment strategies, and overlays.

We're seeking a Client Service Specialist at Associate level to join our BNY Mellon Advisors team. This role is located in Pittsburgh, PA and is a hybrid working position.

In this role, you'll make an impact in the following ways:
  • Supporting assigned client relationships and identifying areas of opportunity to grow those relationships.
  • Serving as a point of contact for responding to day-to day client inquiries and requests, as well as coordinating and communicating with internal parties, i.e., investments, operations, legal & compliance, etc. when necessary.
  • Client on-boarding/off-boarding - lead the EKYC process, collect AML/KYC Documents, co-ordinate investment set-up, account opening processes or distribution of liquidated investments, etc.
  • Coordinating with various internal stakeholders to ensure efficient communication and collaboration.
  • Independently managing and supporting assigned ad hoc projects.
To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • A minimum of 3+ years of relevant Client Service experience, preferably at an asset management firm, or experience in a financial services industry.
  • Strong analytical and problem-solving skills with excellent attention to detail.
  • AML/KYC related experience and knowledge of other regulatory requirements.
  • Excellent organizational skills with the ability to manage multiple tasks and prioritize.
  • Self-motivated with strong interpersonal and communication skills.
  • Ability to work independently and in a team environment.
  • Proficiency in Microsoft Office suite, Excel and PowerPoint
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion, Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LI-Hybrid

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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