Lead Analyst, Client Service

BNY Mellon
Lake Mary, USA
Mar 23, 2023
Apr 06, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Job Title:

Manager Support Specialist

Company, Team & Role:

The Asset Manager Setup and Support Team works with Third Party asset managers, model providers and strategists on daily trade related activities to service the Institutional Broker Dealer and Registered Investment advisor population. We support over 400 unique managers across multiple Pershing platforms via email and phone calls.

  1. Respond to email inquiries in a timely manner.
  2. New money manager onboarding and training with strict deadlines due to client demands.
  3. Assist money managers on a recorded team phone line; resolving inquiries during the calls or escalating where necessary to get quick resolution.
  4. Proprietary system administrative responsibilities including user ID maintenance and troubleshooting.
  5. Assist money managers with all aspects of trade life cycle for managed accounts.


Each team member has an assigned group of managers where they are responsible for the onboarding, training, system provisioning and data validation. Additionally, team members work with both the managers and the Pershing's internal team to assist with trade breaks and trade / client maintenance activities. Daily standup team meeting attendance is required to provide updates on build initiatives and escalated items.

Qualifications: Has to match the Education and Experience requirements listed for the job code from the job family. Please use this link to confirm the requirements: https://mysourcesocial.bnymellon.net/groups/jobarch

FINRA License Requirements - none 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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