Associate, Client Processing Representative I
1 month ago
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 240 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.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Trust Real Estate Associate, Client Processing I to join our Wealth Management team. The role is in Pittsburgh and is in office 5 days a week.
In this role, you’ll make an impact in the following ways:
- Support Wealth Management clients in upkeep and administration of real estate and loans held within a trust account.
- Support the actions necessary to process incoming receipts related to Wealth Management real estate and loan assets, and process associated disbursements.
- Support ad hoc system edits requested by the Trust Real Estate team.
- Support the generation and distribution and collection of recurring reports.
- Ensure the accounting concepts, policies, and procedures are followed to provide back office support for Trust Customers.
To be successful in this role, we’re seeking the following:
- Experience in accounts payables and receivables.
- General knowledge of real estate documentation or law.
- Familiarity with Loan Servicing.
- A firm understanding of accounting concepts.
- Track record of success in completing assigned tasks in high quality and efficient manner
- Excellent communication skills, both written & oral
- Ability to develop quality relationships with peers & key stakeholders.
- Anticipates next steps and challenges where possible, to avoid pitfalls or delays in processing.
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, 2023
- Bloomberg’s Gender Equality Index (GEI), 2023 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023
- Human Rights Campaign Foundation, Corporate Equality Index, 2023
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023
- Forbes Blockchain 50, 2023
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.
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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