Jobs
>
Pittsburgh

    Associate, Client Service Specialist - Pittsburgh, United States - BNY Mellon

    BNY Mellon
    BNY Mellon Pittsburgh, United States

    4 days ago

    BNY Mellon background
    Full time
    Description
    Overview

    Associate, Client Service Specialist - BNY Mellon Advisors

    About BNY Mellon Advisors:

    BNY Mellon Advisors is a unique business within BNY Mellon Investment Management that focuses on asset allocation, portfolio construction, manager research, and alternatives within a OCIO context as well as asset management context. The business constructs and manages multi-asset, multi-manager investment strategies using both proprietary and third-party investment strategies.

    In addition, the team also acts as a discretionary, or non-discretionary, provider to asset owners on a global basis across institutional, intermediary, and family office channels. The business works across all of BNY Mellon and its affiliates and subsidiaries including, but not limited to, Global Distribution, Pershing, Asset Servicing, and the various investment affiliates of BNY Mellon. BNY Mellon Advisors designs and implements investment strategies that are bespoke to client needs and objectives using a myriad of asset classes, investment strategies, and overlays.

    We're seeking a Client Service Specialist at Associate level to join our BNY Mellon Advisors team. This role is located in Pittsburgh, PA and is a hybrid working position.

    In this role, you'll make an impact in the following ways:
    • Supporting assigned client relationships and identifying areas of opportunity to grow those relationships.
    • Serving as a point of contact for responding to day-to day client inquiries and requests, as well as coordinating and communicating with internal parties, i.e., investments, operations, legal & compliance, etc. when necessary.
    • Client on-boarding/off-boarding - lead the EKYC process, collect AML/KYC Documents, co-ordinate investment set-up, account opening processes or distribution of liquidated investments, etc.
    • Coordinating with various internal stakeholders to ensure efficient communication and collaboration.
    • Independently managing and supporting assigned ad hoc projects.

    To be successful in this role, we're seeking the following:
    • Bachelor's degree or the equivalent combination of education and experience is required.
    • A minimum of 3+ years of relevant Client Service experience, preferably at an asset management firm, or experience in a financial services industry.
    • Strong analytical and problem-solving skills with excellent attention to detail.
    • AML/KYC related experience and knowledge of other regulatory requirements.
    • Excellent organizational skills with the ability to manage multiple tasks and prioritize.
    • Self-motivated with strong interpersonal and communication skills.
    • Ability to work independently and in a team environment.
    • Proficiency in Microsoft Office suite, Excel and PowerPoint

    At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
    • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
    • Bloomberg's Gender Equality Index (GEI)
    • Human Rights Campaign Foundation, 100% score Corporate Equality Index
    • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
    • 100 Best Workplaces for Innovators, Fast Company
    • CDP's Climate Change 'A List'

    Bring your ideas. Make history.

    BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

    With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. Our Benefits:

    BNY Mellon 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 that can support you and your family through moments that matter.

    BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LI-Hybrid

    Employer Description:

    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:

    EEO Statement:

    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.
  • Redwood Ventures

    Service specialist in the hospitality industry

    2 weeks ago

    Redwood Ventures Fox Chapel, PA, United States Freelance

    **We are looking for you** - Starting immediately, full-time in shift work for a conference hotel in 15907 Lübben. · **Your responsibilities**: · - Welcoming and seating guests · - Providing advice on food and drinks · - Serving food and drinks, creating bills and handling paymen ...

  • Susquehanna Community Bank

    Customer Service Specialist

    2 days ago

    Susquehanna Community Bank Beaver Springs, United States

    **Customer Service Specialist** · This is a full-time position located at our Beaver Springs Office. The Customer Service Specialist (Head Teller) is responsible for overseeing and providing supervision to the Customer Service Representatives (Tellers) and for processing personal ...

  • NovaWorks

    Administrative Specialist Service Center Telephone Operator

    2 weeks ago

    NovaWorks Edgewood, PA, United States Freelance

    Join the team at Carqueville Medical Supply in Edgewood, PA. With 180 colleagues, we help people in all stages and situations of life with medical aids. · To further expand our service center at our main location in Töppeln, we are looking for an additional · **Service Center Cle ...

  • Creative Financial Staffing

    Customer Service Specialist

    1 week ago

    Creative Financial Staffing Pittsburgh, United States

    CUSTOMER SERVICE SPECIALIST · ABOUT THE COMPANY: · Looking for a company to grow with? Come join our clients expanding team · Family-like company environment that values working harmoniously. · Searching for go-getter adept in providing excellent customer service to their cli ...

  • NovaCare Rehabilitation

    Patient Service Specialist

    11 hours ago

    NovaCare Rehabilitation Pittsburgh, United States

    Overview · When patients enter our center in Bethel Park Pittsburg, PA we want them to have an exceptional experience – starting at the front desk. That's where you come in. As a patient service specialist, you'll manage both the patient side and business side of our center. The ...

  • IOS

    IT Service Desk Specialist

    5 days ago

    IOS Pittsburgh, United States

    Who We Are... · L.B. Foster and our subsidiaries provide products and services for the rail industry, and solutions to support critical infrastructure projects. Our innovative engineering and product development solutions inspire the safety, reliability, and performance of our c ...

  • IOS

    IT Service Desk Specialist

    1 week ago

    IOS Pittsburgh, United States

    Who We Are... · L.B. Foster and our subsidiaries provide products and services for the rail industry, and solutions to support critical infrastructure projects. Our innovative engineering and product development solutions inspire the safety, reliability, and performance of our c ...

  • Community College of Allegheny County

    Enrollment Services Specialist

    4 days ago

    Community College of Allegheny County Pittsburgh, United States

    Enrollment Services Specialist (Reg FT) · Position Title: Enrollment Services Specialist (Reg FT) · Department: Enrollment Services · Campus: Allegheny Campus · Additional Information: This position will remain open until filled. However, in order to ensure consideration for ...

  • Select Medical Corporation

    patient service specialist

    1 week ago

    Select Medical Corporation ARSENAL, PA , USA, United States

    Overview · When patients enter our center in Pittsburgh, we want them to have an exceptional experience - starting at the front desk. That's where you come in. As a patient service specialist, you'll manage both the patient side and business side of our center. The front desk is ...

  • L. B. Foster

    IT Service Desk Specialist

    5 days ago

    L. B. Foster Pittsburgh, United States

    Who WeAre... · L.B. Fosterandoursubsidiaries provide products and services for the rail industry, and solutions to support critical infrastructure projects. Our innovative engineering and product development solutions inspire the safety, reliability, and performance of our custo ...

  • NovaCare Rehabilitation

    Patient Service Specialist

    1 week ago

    NovaCare Rehabilitation Pittsburgh, United States

    Overview: · When patients enter our center in Pittsburgh, we want them to have an exceptional experience starting at the front desk. Thats where you come in. As a patient service specialist, youll manage both the patient side and business side of our center. The front desk is yo ...

  • O'Reilly Auto Parts

    Installer Service Specialist

    1 week ago

    O'Reilly Auto Parts Pittsburgh, United States Full time

    The Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store's installer counter. This position will oversee and direct the daily activity of the delivery specialist to ensure customers receiv ...

  • Community College of Allegheny County

    Enrollment Services Specialist

    1 day ago

    Community College of Allegheny County Pittsburgh, United States

    Position Title: Enrollment Services Specialist (Reg FT) Department: Enrollment Services Campus: Allegheny Campus Additional Information: This position will remain open until filled. However, in order to ensure consideration for an interview, please submit your completed applicati ...

  • IST Management Services, Inc.

    office services specialist

    1 week ago

    IST Management Services, Inc. Pittsburgh, PA, United States

    Overview · The Opportunity: IST is looking for friendly, service-oriented, customer focused people with a passion for excellence. We offer professional training, skill enhancement and opportunities to advance toward supervisor, assistant manager and site manager positions. · Loca ...

  • Work With Your Handz

    HVAC Service Specialist

    6 days ago

    Work With Your Handz Pittsburgh, United States

    COME WORK FOR A COMPANY WHO VALUES YOU · Are you ready for a rewarding career opportunity? We are a trusted plumbing, heating, and air conditioning company serving Pittsburgh residents for over four generations. As a family-owned and operated business, we take pride in our staff ...

  • Carnegie Mellon University

    Academic Services Specialist

    1 week ago

    Carnegie Mellon University Pittsburgh, United States Full time

    The University Registrar's Office (URO) is an essential unit that provides a variety of services to students, alumni, faculty, and departments related to the schedule of classes, registration, final exams, grading, academic records, graduation, and degree audit. As a unit within ...

  • SMS group Inc

    Field Service Specialist

    1 week ago

    SMS group Inc Pittsburgh, United States

    Job Description · Job DescriptionSummary · The Field Service Technician/Specialist is responsible for the service and troubleshooting of SMS Technical Services equipment. · Who we are · At SMS group, our people are our greatest asset. We offer an entrepreneurial environment tha ...

  • The PNC Financial Services Group

    Service Specialist Senior

    2 weeks ago

    The PNC Financial Services Group Pittsburgh, United States Full time

    · Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture whe ...

  • Trinity Health Corporation

    Program Specialist Homeless Services

    1 week ago

    Trinity Health Corporation Pittsburgh, United States

    Employment Type: · Full time · Shift: · Description: · RESPONSIBILITIES/REQUIREMENTS · * Bachelors in Human Services or related field OR High School Diploma/Equivalency and 5 years of job-related experience working with persons experiencing homelessness or mental illness in a res ...

  • Omnicell

    Professional Services Specialist II

    2 days ago

    Omnicell Pittsburgh, United States

    Job Description · Professional Services, Consulting Services Specialist II - IV 2449 · An Omnicell Professional Services, Consulting Specialist II - IV is actively involved in several projects to include hardware setup, software setup, configuration, training and go live support ...