Senior Associate, Client Processing

The Bank of New York Mellon • Lake Mary, FL

68d

About The Position

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. 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.

Requirements

• 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

Responsibilities

• 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 assigned

Benefits

• Highly competitive compensation
• Benefits and wellbeing programs
• Access to flexible global resources and tools
• Generous paid leaves, including paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees