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.

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. This role is responsible for implementing contractual agreements between our firm and our clients while providing support for our clients to implement their fee schedules to end investors across a broad array of financial products and services. This role requires a high level of attention to detail and accuracy, and the ability to translate contractual data into application presentation.

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

• Complete assigned contract implementation activities related to onboarding of new clients and maintenance of existing clients
• Analyze and interpret fee schedule data and implement configurations into various billing systems while maintaining data integrity

• Using in-depth knowledge of system logic and contract language to evaluate risk and ensure client expectations are met
• Coordinate with internal departments and clients to ensure the implementation is carried out efficiently
• Obtains and reviews the appropriate documentation and reference data and ensures proper validations are completed
• Understanding the products and services Pershing offers to our clients
• 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 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 [pull directly from Job Family/LeveL]:

• Critical Thinking
• Strong organizational and communication skills
• Excellent analytical and problem-solving skills
• Strong proficiency with the Microsoft Office product suite
• Ability to take initiative and demonstrate ability to work independently on tasks
• General knowledge of broker dealer and clearing firm operations
• An ability to identify and mitigate operational risks by understanding process flows, control frameworks and execution
• Bachelor's degree or the equivalent combination of education and experience is required
• 5-7 years of total work experience preferred.

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.