Associate, Trading Services Representative I

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

As a leading wealth manager, BNY Wealth 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 U.S. 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 Trading Services Representative to join our BNY Wealth team. This role is located in Boston – HYBRID.

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

• Provide support in the execution of trading services to money managers, advisors and internal employees.
• Train on the different systems used by those serviced.
• Responsible for developing pricings for order based on a variety of defined procedures and acts as an escalation point for issues with trade systems.
• Collaborate across internal teams in order to resolve complex system errors.
• Ensure trades are recorded properly and raises flags when breaks arise between trade desks and back offices.
• Highlight trends in trade breaks to resolve broader issues.
• Respond to the most complex issues regarding client experience and guides less experienced staff in error resolution.
• Handle complex internal and external clients inquiries and complaints.
• Deliver reports on steps required to resolve issues and prevent reoccurrences.
• Develop account reports

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

• Bachelors degree preferred
• 0-3+ years of total work experience preferred.
• Experience in financial investments preferred

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

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter. 

 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

 

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