Senior Associate, Client Processing
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Senior Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL- Hybrid.
In this role, you’ll make an impact in the following ways:
- Interaction with Fund Manager and Fund’s staff
- Interaction with the Fund’s Investors & prospective Investors
- Review of Investor subscription documents
- Obtaining complete trade and AML documentation from prospective Investors
- Inputting Investor profile, documentation and trades into Praeeo / Internal System
- Maintaining Investor records across various internal systems
- Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence
- Processing Client and Investor requests for web access
- Oversee operational processes or a small team
- Review submitted work and hold regular meetings with staff
- Additional duties and projects as assign
To be successful in this role, we’re seeking the following:
- BS or BA in a business-related field preferred
- 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments.
- Strong Microsoft Office skills, with a focus on Excel
- Proven customer service skills
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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 & 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.