Summary: BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients' needs. Drawing on deep expertise, we collaborate with our clients to tailor our best ideas and resources to meet their specific requirements. Through our global network we have developed a significant understanding of local requirements. We pride ourselves on providing dedicated service through our teams. With extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments planned giving programs, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management can help our clients reach their goals.
The Dreyfus Corporation, established in 1951 and headquartered in New York, is one of the nation's leading investment management and distribution companies, currently managing approximately $286 billion in mutual funds and separately managed accounts. As part of BNY Mellon Investment Management, Dreyfus provides unique access to its exclusive and diverse global network of world-class asset managers, delivering powerful investment insight and strategies, including equity, fixed income and money market mutual funds, separately managed accounts, retirement and cash management strategies and asset allocation solutions.
The Role: Reporting to the Institutional Servicing Manager, the Institutional Operations Manager will support institutional relationships consisting of banks, major corporations, broker/dealers, municipalities, insurance firms and investment advisors. The individual in this role will provide a variety of solution- and transactional-based services to Dreyfus' clients through the application of knowledge of the Dreyfus organization, its services and products. He or she will be responsible for assisting clients with inquiries related to fund and account information, commissions and fees, mutual fund attributes, and the financial services industry. In addition, he or she will facilitate the execution of client-initiated transactions.
The Institutional Operations Manager will work closely with the transfer agency and various internal sales organizations to establish new relationships and new operational support requirements, and facilitate timely resolutions of client requests. The individual in this role must have the ability to work well under pressure to meet time sensitive deadlines, have excellent communication skills, and possess interpersonal and organizational skills. He or she may be asked to produce ad/hoc-reporting or participate in special projects initiated by management.
Provide high quality service and operational support for intermediary and institutional clients including transaction processing, problem-solving, reconciliation and research
Establish new client relationships for automated trading and data communication
Collaborate with internal departments to ensure timely and accurate servicing of client operational needs
Support sales force by resolving prospective and existing clients operational requirements
Qualifications Basic Qualifications:
At least 1 year of customer service experience in the financial services industry
Proficiency with Microsoft Word and Microsoft Excel
Ability to obtain NASD Series 6, or NASD Series 7 & Series 63 licenses within 90 days of hire
BA/BS Degree in business, economics, or finance
Understanding of banking and brokerage firm operations
NASD Series 6, or NASD Series 7 & 63 licenses
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-Uniondale Internal Jobcode: 04292 Job: Asset Management Organization: North America Distribution-HR11430 Requisition Number: 1709310