Who we are: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of March 31, 2020, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY...

Client Processing - S7 Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. Serves as first line supervisor for assignment of tasks and resolution of issues. Directs, motivates and develops staff, maximizing their indi...

Tax Reporting and Compliance - S4 Provides advanced operational support for the preparation and maintenance of tax records, returns, and reports for internal and/or external clients. Coordinates tax-related regulatory filings. Gathers required data elements, as needed, for various regulatory filings. Implements system and operational modifications to comply with more substantial regulatory changes. Updates tax forms and information return layouts. Performs second-level quality assurance of tax d...

Tax Reporting and Compliance - S3 Provides operational support for the preparation and maintenance of tax records, returns, and reports for internal and/or external clients. Supports the coordination of tax-related regulatory filings. Gathers required data elements, as needed, for various regulatory filings. Provides status updates on progress of data collection. Implements system and operational modifications to comply with more straightforward regulatory changes. Updates tax forms and informat...

Tax Reporting and Compliance - S5 Provides advanced operational support for the preparation and maintenance of tax records, returns, and reports for internal and/or external clients. Directs the work of more junior colleagues and serves as a key escalation point. Coordinates complex tax-related regulatory filings. Reviews gathered data elements, as needed, for various regulatory filings. Ensures timely and accurate responses from team. Tracks and implements system and operational modifications t...

Client Service - S3 Provides quality support to clients with complex transactions and processes on a daily basis. Independently assists clients by responding to phone, email and other inquiries regarding company products, services and procedures. Responds to client questions on BNY Mellon product features and provides technical assistance for issues that have been escalated by junior team members. Researches and resolves moderately complex operational or client issues. Routes issues that cannot ...

Client Processing - S6 Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients. Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner. Provides...

Business Planning and Analysis - IC3 Conducts analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities. May serve as a project lead, enlisting support from more junior staff or peers. Contribute to development of new processes or procedures for required analytics. Applies processes to gather, organize and review operational data/metrics. Analyzes and synthesizes the data. Compiles data into reports or presenta...

Client Service - IC4 Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base...

Client Processing - S4 Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company rec...

Reconciliation - IC2 Responsible for completing data analysis of reconciliations. Identifies trends, provides root cause analysis and executes on recommendations. Conducts technical testing and the implementation of reconciliation software. Receives guidance from more experienced staff. Completes the data analysis of Reconciliations for trending and opportunities for automation. Often distributes work to junior level staff and helps decipher more complex issues. Responsible for root cause analys...

Client Processing - S4 Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company rec...

Client Service - S2 Provides quality support to clients with moderately complex transactions and processes on a daily basis. Under general supervision, assists clients by responding to phone, email and other inquiries regarding company products, services and procedures. Responds to straightforward client questions on BNY Mellon product features and provides more advanced technical assistance. Investigates errors in client accounts and statements. Routes issues that cannot be addressed at point o...

Client Service - IC1 Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing a limited nu...

Investor Services Operations - S3 Completes transfer agency operations support activities for clients of medium complexity. Reviews work of more junior colleagues. Processes distribution payments and facilitates successful completion of NAV and Rate updates on the record keeping systems. Creates fund historical data audits for validation of fund financial reporting. Monitors and reports gain and loss activity. Reviews work of more junior colleagues. Prepares system-generated fund settlement and ...

Client Service - S3 Provides quality support to clients with complex transactions and processes on a daily basis. Independently assists clients by responding to phone, email and other inquiries regarding company products, services and procedures. Responds to client questions on BNY Mellon product features and provides technical assistance for issues that have been escalated by junior team members. Researches and resolves moderately complex operational or client issues. Routes issues that cannot ...

Client Service - M2 Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices Develops and maintains policies and procedures for teams managed. Sets metrics and goals to ensure continuous process improvement and optimal client satisfaction. Resolves highly complex or non-routine client issues or inquiries as needed. Maintains relationships with ...

Project/Program Management - Participates in a wide array of activities associated with project planning and management to ensure that projects are completed on time, within budget and to internal client specifications. Responsible for overall success of less complex or small projects. Leads project management activities such as project reporting, project planning, issue/risk tracking, work breakdown structures, scheduling effort estimation and tracking, other project documentation preparation a...

Client Service - IC1 Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing a limited nu...

Client Service - IC2 Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. Applies intermediate problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Me...