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Senior Associate, Client Processing Team Lead

Senior Associate, Client Processing Team Lead
Company:

Bnymellon


Details of the offer

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 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 #LifeAtBNYMellonis 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 Senior Associate, Client Processing Team Lead to join our Wealth Management team. The role is located in Pittsburgh and is eligible for flexible work arrangement.The Wealth Management Distribution Unit is responsible for all wealth management account closures and the corresponding distribution of all assets at account closing. Within this role responsibilities could include documentation retrieval, processing cash and asset distribution, asset allocation, and account reconciliation. Additionally, responsibilities would include training of new team members, supervisorial duties/group oversight, distribution approvals of both cash and assets, reporting oversight, and assistance with complex terminations.In this role, you'll make an impact in the following ways:Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution.Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. Serves as first line supervisor for assignment of tasks and resolution of issues.Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented.Provides product knowledge and technical assistance on moderately complex problems.Acts as the teams initial point of contact for issues requiring escalation.Participates in the recruiting process. Instructs, assigns, directs and reviews the work of client processing analysts.Prepares performance reviews and provides ongoing feedback to staff.Supervises/manages a small client processing team.May be responsible for specific supervisory review and approval actions.Helps develop and contributes to the achievement of team objectives.Associates degree in a related discipline or equivalent combination of education and experience is required.To be successful in this role, we're seeking the following:Bachelors degree preferred2+ years of technical and management experience preferred.Experience in the securities or financial services industry preferred.Applicable local/regional licenses or certifications as required by the business.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 InclusionBloomberg's Gender Equality Index (GEI)Best Places to Work for Disability Inclusion , Disability: IN – 100% score100 Best Workplaces for Innovators, Fast CompanyHuman Rights Campaign Foundation, 100% score Corporate Equality IndexCDP's Climate Change 'A List'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. 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.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.


Source: Eightfold_Ai

Job Function:

Requirements

Senior Associate, Client Processing Team Lead
Company:

Bnymellon


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