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BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients' needs.
Drawing on deep expertise, we collaborate with our clients to tailor our best ideas and resources to meet their specific requirements. Through our global network we have developed a significant understanding of local requirements. We pride ourselves on providing dedicated service through our teams.
With extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments planned giving programs, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management can help our clients reach their goals.
Reporting to the Brokerage Operations Unit Manager, the Brokerage Financial Specialist will support institutional relationships consisting of banks, major corporations, broker/dealers, municipalities, insurance firms and investment advisors. The individual in the role will monitor all financial activities in customer cash, margin and option accounts to ensure that payment and delivery procedures are in accordance with Federal, State, IRS, exchange and NASD regulations to which the Firm is subject to. He or she will be responsible for depositing, reconciling daily check deposits, fed wires, incoming and outgoing transfers, issuance of cash and securities to customers, researching customer service issues, and following up on pending papers. In addition, he or she will authorize acceptance and issuance of stock certificates to customers.
- Assist clients in rectifying issues with missing documentation
- Retrieve and update information on internal platforms
- Monitor account activity
- Research and resolve reconciliation discrepancies
- BA/BS Degree
- At least 1 year of experience in the financial services industry
- Proficiency with Microsoft Word and Microsoft Excel
- Understanding of banking and brokerage firm operations
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.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-Uniondale
Internal Jobcode: 01359
Job: Asset Management
Organization: IM Infrastructure-HR14826
Requisition Number: 1615491