Brokerage Back Office Analyst at Jobisite / employment-usa.net

This job ad has been posted over 40 days ago...

applicants

Brokerage Back Office Analyst

at Jobisite in New York

Back Office Operations Analyst
BNY Mellon Brokerage Services provides a flexible and progressive work environment. Roles are hybrid in nature (office + WFH) with additional flexibility depending on the needs of the employee and the business.
We are very excited about this role. This role will offer a career to the successful candidate, not just Job. He/she will join a well-established, tight-knit, Back Office Operations Team, who are looking to hire a candidate, who they can develop, mentor and train into a successful, and valued member of their team.
We’re looking for an amazing individual to join our growing team. The longevity of our firm and the tenure of our BNY Mellon Brokerage Team is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level. Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by the tenured of our staff.
Authentic, innovative and results-driven? Raise your hand if that sounds like you!
Our Team:
Senior Managers, Department Managers, and Team leads are visible, approachable and take a vested interest in team members success and growth. The team finds ways to provide cross-department support, Career pathing as well as personal and professional growth are encouraged and in focus
The team Is highly diverse, warm, welcoming, and relaxed, with a “can do, will do attitude”
As a team, we have high standards, but this helps us to overachieve, daily.
What Our Team Offers:
We will offer the successful candidate significant, career changing opportunities for learning, and growth, working as a valued member of an established, close-knit team engage, who an eager to impart their experience & knowledge of all aspects of the Brokerage Business as well as areas such as compliance, legal, advisor service, and wealth management. The team will also offer and provide cross product training throughout the department to further expand their skill set and knowledge base.
We are proud to state, that this role has historically been a starting point for a variety of career paths within BNYM
Responsibilities:
You will utilise your exceptional customer service & attention details skills to manages a crucial and essential part of our client process and interaction - The onboarding, set-up, transitions, conversations and opening and closing of accounts. You even may provide ongoing support and day-to-day servicing to meet client needs post-implementation.
You will also support more complex client onboarding/transition/conversion projects through a diverse set of operational activities
Main Duties:
Responsible for set-up of new clients & maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures (20%)
Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff (20%)
Coordinates all back-end systems to meet client expectations. Codes account privileges and inputs client requests into database tracking system. Scans contracts and set-up forms. (20%)
May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions, and fund restructurings (20%)
Assists with the implementation of new software releases, coordinating dates of delivery for test and production. Provides technical support for conversions by investigating client issues and researching new functionality. (20%)
Your Previous Experience/Skillset:
Ideally, we would like you to have had exposure to and experience within the brokerage / financial services industry. But we will consider candidates, who can demonstrate. Transferrable skills & experience.
Qualifications:
Bachelor’s degree or the equivalent combination of education and experience is required.
3-4 years of total work experience preferred.
Experience in trading or brokerage preferred.
Applicable local/regional licenses or certifications as required by the business. FINRA Series 7 licence
Experience with Microsoft Excel, knowledge of FINRA Broker Dealer business, understanding of regulatory requirements, and strong communication skills preferred.

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.
Reference : Brokerage Back Office Analyst jobs

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