Client Service Associate II Job Plymouth Meeting, PA

Client Service Associate II Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  Plymouth Meeting, PA

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 10, 2013

• eFC Ref no

  1152415

See Job Description

Client Service Associate II (Job Number: 1209768)

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

The Client Service Associate coordinates and addresses routine monthly reporting tasks, deliverables and information requests made internally and by clients and BNYM. The Associate also contributes to proposal production and provides routine updated information on marketing and sales related presentations, and incoming requests for information from both clients and management. The position reports to the Director of Client Service and Marketing.

* Produce and distribute routine, monthly customized client information requests and reports.
* Work closely with portfolio managers and research analysts to create portfolio attribution reports and summaries.
* Assist in the production and distribution of corporate quarterly reports to clients.
* Serve as the primary point of contact with clients and consultants for routine communication and operational issues
* Populate and maintain qualitative and quantitative information in consultant databases.Ensure that Pivotal (Client Relationship Management software) reflects updated, accurate client contact information, material communication records and activity postings.
* Coordinate the setup of new accounts

Qualifications

*
Bachelor's degree required. Bachelor's degree in finance or finance-related field preferred.

*
Approximately 1-3 years of experience in a financial services firm

*
Excellent written and oral communication skills

*
Strong organizational abilities and attention to detail

*
Flexible team player able to work on multiple projects

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Proficiency in MS Word, Excel, and PowerPoint required

EFC:AM

Primary Location: United States-USA-PA-Plymouth Meeting

Internal Jobcode: 08351

Job: Investment Management

Organization: Urdang Capital Mgmt-HR06157