As part of a centralized support team, incumbent is responsible for providing professional support to Regional Presidents, Portfolio Officers, Team Leaders and Administrators within all Wealth Management business lines through timely and accurate production of servicing requirements for termination of all types of trusts, guardianships and decedent estates through timely and accurate handling of account closing requests. He/She will provide advanced expertise in ensuring that distributions with a higher degree of complexity are made in accordance with the terms of governing documents and in compliance with all applicable policies, procedures, auditing and regulatory requirements of the Comptroller of the Currency and the SEC. Functions include, but are not limited to, preparation of complicated asset allocations, written and oral communication with clients to guide them through the complexities of the distribution process, interaction with brokers, attorneys, successor trustees, the Attorney General s office, and various internal departments to ensure proper handling of fees, taxes, and asset and cash movement. He/She will be expected to recognize opportunities to retain business by coordinating efforts between clients and our licensed financial representatives with follow through to ensure a flawless transition. He/She will be expected to exercise initiative in researching, analyzing and resolving problems and to exercise sound judgment in managing client s expectations. The incumbent must be able to work in a highly confidential environment with some of the wealthiest, high profile clients of the corporation. He/she must ensure a superior level of customer satisfaction while adhering to Wealth Management policies, procedures, auditing and regulatory requirements. He/She must be well organized with an emphasis on follow through and accountability and be able to manage accounts in various stages of the distribution process simultaneously to ensure all requests proceed in a timely manner. He/She will participate in the training of new members to the team and, as a subject matter expert, serve as a resource to the team. The incumbent will demonstrate the ability to take ownership of the process and act accordingly in the absence of direct management. The incumbent will also participate or take a lead role in various projects to support the business lines needs. He/She will exhibit excellent client service, written/oral communication, problem solving and organizational skills and must be self motivated with a high degree of accuracy, attention to detail and the ability to work in a fast-paced, deadline-driven environment. He/She will have the ability to work independently and in team settings. He/She will demonstrate a strong desire to consistently improve workflow to increase efficiencies and the ability to respond, react and adapt quickly to new processes/procedures. He/She will be expected to review processes and make recommendations for improvements. Expertise in working with various types of securities and asset movement related to different types of investment and fiduciary accounts. Leveraging business partners for execution of asset movement for completing distribution process. Proficiency in identifing issues, seeking solutions or communicating to proper channel for resolution. Manage all client inquiries timely to maintain a high level of client satisfaction. Centralized support team member whose individual performance directly impacts service to internal and external clients and influences other team members. Demonstrates high degree of accuracy and ability to understand and minimize risk associated with all aspects of responsibilites. Proficiency in communication with individuals at all levels in the organization, clients, brokers, attorneys and operational personnel on a daily basis. Conduct specialist or departmental training as needed. Manage client expectations by exceeding set deadlines and assisting other team members to do the same. High School Diploma. BS/BA in Business, Finance or Accounting preferred. 1-2 years experience in financial services or related field. 3-4 Years experience in financial services or related field preferred. Experience level of Specialist I preferred. Working knowledge of Microsoft Office applications. Familiar with BNY Mellon Wealth Management proprietary systems preferred. Possess strong communication and client service skills. Strong organizational methods with emphasis on detail for sound decisions.
Qualifications High School Diploma. BS/BA in Business, Finance or Accounting preferred. 1-2 years experience in financial services or related field. 3-4 Years experience in financial services or related field preferred. Experience level of Specialist I preferred. Working knowledge of Microsoft Office applications. Familiar with BNY Mellon Wealth Management proprietary systems preferred. Possess strong communication and client service skills. Strong organizational methods with emphasis on detail for sound decisions. 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 nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 31405 Job: Wealth Management Organization: Strategy & Service Delivery-HR06265 Requisition Number: 1813242
Internal Number: 5609593
About BNY Mellon Investment Management
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