Client Service Associate (Job Number: 1208935)
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
BNY Mellon Asset Management is one of the world's leading asset management organizations, encompassing BNY Mellon's affiliated investment management firms and global distribution companies. Our asset management boutiques and services include: The Alcentra Group, BNY Mellon ARX, BNY Mellon Cash Investment Strategies, BNY Mellon Western FMC, The Boston Company Asset Management, The Dreyfus Corporation, EACM Advisors, Hamon Investment Group, Insight Investment Management, Mellon Capital Management, The Newton Group, Pareto Investment Management, Siguler Guff, Standish, Urdang, Walter Scott, and West LB Mellon. Additional information is available at www.bnymellonam.com.
Description
This position works in conjunction with Dreyfus relationship managers, investment managers and other areas of the firm to service clients and ensure strong team communication on relevant matters. Responsible for all client requests with respect to assigned relationship managers and investment managers. Supports all distribution areas of Dreyfus, which include Broker/Dealer and Financial Planners, Insurance Companies distributing Variable Annuity and Variable Life Products, Defined Contribution Investment Only/Retirement Plans, Private Banks and Registered Investment Advisors. Additionally, client service support is also provided to BNY Mellon Fixed Income Group, primarily to cash management clients. Handles monthly, quarterly, semi-annual, annual firm and product updates, all types of reporting requirements and due diligence and RFPs.
Qualifications
* 3-5 years experience in financial services.
* Client service/relationship management and mutual fund experience preferred.
* BA/BS degree (preferably in business or economics) or equivalent experience required.
* RFP (Proposal Software - PMAPS database) experience preferred.
* Strong organizational, prioritization, oral and written communication skills, grammar and proofreading skills required.
* Must be able to handle multiple tasks and meet client deadlines.
EFC:AM
Primary Location: United States-USA-NY-New York
Internal Jobcode: 07986
Job: Sales/Marketing
Organization: Dreyfus-HR06163
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