Specialist, Business Planning And Analysis

The Bank Of New York Mellon Pennsylvania , AL

Posted 2 months ago

  • Perform the day to day management of team by ensuring all activities and tasks are actioned and completed in a timely manner.

  • Support the Client Service team with matters as they arise.

  • Provide expert opinion and assistance with queries received from clients, vendors and internal stakeholders.

  • Ensure all records keeping is completed and maintained as appropriate.

  • Manage the fund event/corporate action communication process.

  • Pro-actively manage incoming queries that fall out of usual business lines.

  • Ensure timely and accurate delivery of project tasks working in conjunction with other departments

  • Support the AML/CFT Officer on ensuring the company adheres to its policies and procedures so as to meet its regulatory obligation.

  • Build relationships with internal stakeholders and support teams to facilitate the delivery of a client service excellence.

  • Manage ongoing relationship with the relevant regional sales teams.

  • Oversight of the Rebates & Commissions process ensuring team follows procedures.

  • Support the Client Service team in their professional development.

  • Support Senior Manager with general team oversight including one-to-ones and team meetings.

  • Coordinate quarterly off-site team meetings.

  • Assist with oversight of the transfer agent and the services they provide.

  • Support the Management Company Services with their reporting requirements.

  • Work closely with other client service teams located within the BNY distribution business to promote effective collaboration and to ensure procedural standards are maintained.

  • Support 2nd line and 3rd line with queries and monitoring reviews.

  • Maintain the Risk & Compliance Self-Assessment (RCSA) for the Client Service Team.

  • Other ad-hoc tasks as they arise.

Technical Skills, Knowledge, Systems Knowledge (and associated skill level)

  • Proven asset management/private banking experience will be necessary

  • Existing client service experience will be required

Academic/Professional Qualifications (or equivalent qualifiers)

  • Degree level education

  • Industry recognised qualifications (ie. IMC)

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Group Insurance Underwriting Specialist


Posted 3 weeks ago

VIEW JOBS 10/1/2021 12:00:00 AM 2021-12-30T00:00 Job Classification: Operations - Insurance Operations Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life and disability insurance products for many top Fortune 500 companies. Prudential has been underwriting group insurance plans since 1916. Today, our Group Insurance business unit is the nation's second largest group life carrier and a leading disability carrier, proudly servicing nearly 20,000 clients-and insuring more than 20 million employees and their families. Group Insurance has operation centers across the United States. The Underwriting Specialist is primarily accountable for underwriting Group Life, Disability, and/or Voluntary Supplemental Health proposals and/or in force case activity. The Underwriting Specialist is responsible for underwriting cases in accordance with statutory regulations and existing underwriting policies and practices, assessing risk and making and communicating decisions in a manner which contributes to the profitability of the product and reputation of the company. Job Responsibilities: * Assesses, calculates and specifies the conditions under which Prudential is willing to accept risk on group life, disability and voluntary business, for current and prospective clients. This includes, but is not limited to, the review and utilization of demographic data, actual case specific experience, product filings, statutory requirements and Prudential's current premium refund formula and policies * Communicates and partners with sales representatives, account managers, brokers, clients and prospective clients regarding case issues, underwriting assessments, pricing, rating etc. with a client focus. Actively engages in supporting the positive consultative outcomes crucial to our long-term success by enhanced application of growing underwriting and business expertise * Assists in the analysis and/or handling of complex situations with increased focus on client and company objectives demonstrating comprehension of underwriting and business dynamics * Determines whether to accept, modify, or decline a risk through evaluation of the client's employee census data, claims history, and other pertinent information within guidelines such as rating formula's, product filings and statutory requirements. * Independently applies Underwriting judgment, formulates pricing decisions, negotiates within their authority limit, and handles standard to complex reporting requests. Understands and applies current pricing strategy across the book of business. * Works closely with sales staff, brokers and clients to discuss financial results and support or directly engage in the negotiation process. * Manage ad hoc projects, and or participate in periodic process and technical design work to improve service, efficiency, or profitability. * Confidently and effectively communicates point of view through both verbal and written communications and negotiates with internal/external partners in various roles * Demonstrates an awareness of regional trends, competitive landscape and factors that influence the marketplace and regulatory environment * Strong ability to help others gain an understanding of the underwriting process, including case reviews, identifying training needs and developing and delivering training. * Demonstrates problem solving skills on risk and service-related issues, and broad institutional knowledge in the development of solutions. Qualifications: * Group underwriting experience, preferably 4+ years * Bachelor's degree or equivalent work experience * Ability to work independently * Strong time management and organizational skills * Ability to prioritize work with limited oversight * Strong Analytical and mathematical skills * Excellent communication and collaboration skills * Ability to develop strong working relationships * Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential. PEOPLE WITH DISABILITIES: If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&w@prudential.com. Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers@prudential.com to request assistance. Prudential Pennsylvania AL

Specialist, Business Planning And Analysis

The Bank Of New York Mellon