Lead Analyst, Client Service

Overview

Job Title: Lead Analyst, Client Service

Company, Team & Role: BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back-office support, data insights, and business consulting. BNY Mellon's Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.

Client & Product Billing Operations is looking for an individual to join our team to support our firm and our clients in maintaining the financial relationships relevant between clearing firms, introducing firms and end investors. Specifically, our team is responsible for the day-to-day billing operation tasks within the Billing group in support of our clients, the end-investor and our external third-party billing relationships.

Responsibilities: In this role, you will be responsible for:

• Support clients in addressing and resolving operational and technical issues and ensuring client expectations are met by using developed communication skills to deliver high quality service to a specialized client based.
• Understanding the products and services Pershing offers to our clients
• Understanding how Pershing facilitates assessment and collection of fees for such products and services and assisting in the application of our billing technology to support the contractual parameters designated in our contracts with introducing firms
• Understanding how our clients assess and collect fees from the investors they introduce to Pershing and assisting in the application of our billing technology to support the financial relationship between our clients and the investors they serve

Benefits: In this role, you will gain knowledge on how firms structure billing programs in order to attract, retain and grow their businesses from a financial perspective. You will establish a network of peers within the BNY Mellon community as well as establish direct relationships with our clients.

The successful candidate will demonstrate/possess:

• 5 to 7 years of total work experience in brokerage operations
• Experience in supporting advisory/managed business preferred
• An ability to identify and mitigate operational risks by understanding process flows, control frameworks and execution
• Strong proficiency with the Microsoft Office product suite
• Effective communication and collaboration skills

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.

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.