Senior Analyst, Client Service

Employer
BNY Mellon
Location
Boston, USA
Salary
Competitive
Posted
16 Jan 2023
Closes
31 Jan 2023
Ref
18474794
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Overview

ABOUT BNY MELLON

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Description:
  • The incumbent provides support to the fixed income group with consultant, client and prospective relationships, assists Portfolio Managers/Traders as needed with account maintenance activity, and works with the fixed income client support group in relationship development, primarily with account teams and the sales force.
  • The incumbent participates in the creation and maintenance of marketing material and creates presentations.
  • In addition, the Client Support Analyst acts as liaison to the Portfolio Management Staff/External Consultants and updates material used in client reporting and communication efforts.
  • S/He updates materials to report and verify account objectives including standard and ad hoc client reporting events.
  • The incumbent will work on accounts that may include individual, consultant, family office, and institutional investors.
  • The incumbent will work with senior team member and portfolio staff to optimize PWM recommendations and strategies.
  • The incumbent will support the Director of Fixed Income with a multitude of responsibilities.

Qualifications:
  • The qualified candidate will possess a Bachelor's degree
  • 3-5 years+ of total work experience preferred.
  • Experience in an operational area and/or client services preferred
  • Experience in the investment/fiduciary management industry preferably in a role requiring regular client interaction.
  • Incumbent must have a high degree of accuracy and attention to detail, have the ability to organize and prioritize assignments and, must have strong oral and written communication skills.
  • Strong PC skills are also required.


Employer Description:

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 and 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.

EEO Statement:

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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