Client Operations Analyst I / BNY94524 | Update 12 / 10

Job Description

Job Description

This position is mainly responsible for completing the daily tasks. S / he needs to be attentive in following the procedures and reporting discrepancies. S / he needs to ensure assigned tasks are completed on time and issues escalated appropriately. B. Com, BBA. MBA (Fin). BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals with Disabilities / Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Job Title : Client Operations I Analyst I

The incumbent is to provide support via opening and maintaining investment accounts. The candidate needs to be able to analyze investment management agreements, basic wills, trust agreements and various other basic and / or formed legal agreements which govern the fiduciary and non-fiduciary relationships between the regulations of the Comptroller of the Currency and SEC. The information is then input to various systems and / or applications along with a summary of the relationship (when applicable). The responsibilities and latitude of this position will be under supervision of the Team Leader and / or Manager of the Account Opening Unit.

The qualified candidate should have a Paralegal Certification or equivalent experience. Trust or legal experience / knowledge is preferred. The candidate must have strong analytical, problem solving, organizational, and interpersonal skills, and possess the ability to work under demanding deadlines. Proficient in using Microsoft Outlook, Excel, PowerPoint, and Word is preferred.

Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please click here or call (866) 898-0005. Please indicate the specifics of the assistance needed.

Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.