The incumbent will provide support to the Relationship Management Team with responsibility for the management of assigned client relationships. These may include personal trusts, agency, estates, charitable, pension and institutional accounts which are most sensitive. The incumbent will assist the Relationship Management Team to ensure the assigned accounts are administered in accordance with the governing instrument and accepted fiduciary principles. Qualifications
Education and training normally associated with a bachelor s degree preferably in accounting, finance or business or equivalent work experience. Knowledge consistent with a minimum of 1-3 years of financial services experience. Experience in MicroSoft Office products. Strong oral and written communication skills. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Primary Location:
United States-Massachusetts-Boston Internal Jobcode:
Wealth Management Organization:
Planned Giving-HR16085 Requisition Number: