Private Banking Office Assistant III

  • Competitive
  • Pittsburgh, PA, USA
  • Permanent, Full time
  • BNY Mellon
  • 18 Nov 17 2017-11-18

Private Banking Office Assistant III

This position will be responsible for assisting Relationship/Office Managers in meeting the servicing requirements of their clients and clients assigned to a Relationship manager. He/she will be expected to handle customer inquiries, exercise initiative in researching, analyzing and resolving complex problems, coordinating KYC/AML processes and procedures for client portfolio and exercising judgment regarding proper handling of customer requests in the Relationship Manager's absence. The incumbent must be able to effectively interact with professionals at all levels (internally and externally) in order to provide responses to inquires received and to ensure that the business unit accurately interprets and complies with instructions provided. He/she must ensure a high level of customer satisfaction while adhering to Financial Services policies, procedures, auditing and regulatory requirements. This position will also execute and manage any projects relative to client portfolios.

High School. College preferred. 3-5 years retail banking experience; knowledge of retail banking products & services.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 00506
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1712606

Tags: EFC: US: 32-H