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Sr Institutional Client Ops Sp
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The incumbent supports Institutional relationships consisting of banks, major corporations, broker/dealers, municipalities, insurance firms and financial planners. The incumbent also supports the unique operational requirements of Third Party...
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From The Bank of New York Mellon Corporation
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Date
2020-08-06
Company
The Bank of New York Mellon Corporation
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Location
Lake Mary, FL
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About the job:
The incumbent supports Institutional relationships consisting of banks, major corporations, broker/dealers, municipalities, insurance firms and financial planners. The incumbent also supports the unique operational requirements of Third Party Administrators, Trusts and Record keepers. Primary contact for all clients operational needs including execution of transactions, providing fund and account information, and procurement of client specific documents. The incumbent answers client inquires related to the pricing of funds, commissionable shares, dealer payments, investment allocation, and...
Location:
Lake Mary, FL
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Salary:
Middle Income Jobs ($30K-$49K)
Career Level/Education:
High school diploma or equivalent
Certifications/Licenses:
FINRA / NASD Series 6
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Senior Client Specialist
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Summary : BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management...
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From The Bank of New York Mellon Corporation
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Date
2020-08-05
Company
The Bank of New York Mellon Corporation
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Location
Lake Mary, FL
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About the job:
Summary : BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. As part of BNY Mellon Investment Management, BNY Mellon Retail Services is responsible for meeting the shareholder servicing needs of mutual fund shareholders invested directly in BNY Mellon Family of Funds. The department is located in Uniondale, NY, and Lake Mary, FL. The Contact Center is available...
Location:
Lake Mary, FL
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Salary:
Middle Income Jobs ($30K-$49K)
Career Level/Education:
High school diploma or equivalent
Certifications/Licenses:
Financial Industry Regulatory Authority
FINRA / NASD Series 6
FINRA / NASD Series 63
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

Results

160866 jobs as of 9/27/2020
Sort by Relevance | Date
Jobs 1 To 2 of 2 Page 1 of 1 Page [1]

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