Performs routine and non-routine client service and transactional support functions.
Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.
Manages situations which may require adaptation of response or extensive research according to client response.
Escalates more complex situations to senior colleagues.
Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members.
May be responsible for specific supervisory review and approval actions.
Contributes to the achievement of team objectives.
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.
Bachelors degree or the equivalent combination of education and experience is required.0-3 years of total work experience is preferred.
Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.. 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.
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.
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.