Associate, Client Processing I

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 - % of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With 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 , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.

Through a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways :

• Performs routine and non-routine client service and transactional support functions.
• Interacts with other organizational units / teams to ensure timely delivery of service, or resolution of issues.
• Processes account related transactions per scheduled events / client authenticated direction.
• Following established procedures, answers inquiries, and resolves problems or issues.
• Manages situations which may require adaptation of response or extensive research according to client response.
• Escalates more complex situations to senior colleagues.
• Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
• Performs complex operational tasks in a product or functional area.
• May be responsible for allocating and checking work of team members.
• May be responsible for specific supervisory review and approval actions.
• Contributes to the achievement of team objectives

To be successful in this role, we’re seeking the following :

• Bachelor’s degree or the equivalent combination of education and experience is required.
• years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local / regional licenses or certifications as required by the business.

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards :

• Fortune World’s Most Admired Companies & Top for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Human Rights Campaign Foundation, % score Corporate Equality Index

Disability : IN % score

• Best Workplaces for Innovators, Fast Company
• CDP’s Climate Change A List’

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.