BNY
Job Summary
This role supports both Broker Dealer (BD) and Registered Investment Advisory (RIA) clients, with approximately 70% of responsibilities focused on Broker Dealer support. The position handles day-to-day client inquiries and escalations, providing guidance, coaching, and resolution across brokerage-related workflows. This role is ideal for a finance professional who can operate as a "jack of all trades," learn autonomously, and navigate complex client needs.
Key Responsibilities
Broker Dealer Client Support (Primary Focus): Serve as the main point of contact for Broker Dealer clients, handling daily inquiries, issue resolution, and escalations. RIA Client Support (Secondary Focus): Assist RIA clients with inquiries related to brokerage services, account support, and platform navigation. Client Coaching & Guidance: Coach clients who have varying levels of system access, advising on next steps and directing them to appropriate internal partners when needed. Issue Ownership & Escalation: Own requests end-to-end, ensuring timely follow-up, proper escalation, and clear communication. Cross-Functional Coordination: Act as a connector across internal teams to drive resolution for both BD and RIA client needs.
Qualifications
1–3 years of experience in Finance or the Brokerage industry. Experience supporting Broker Dealer clients or working in brokerage operations. Strong organizational and problem-solving skills. Ability to manage multiple client inquiries and escalations. Clear, professional communication skills.
Preferred Experience
Exposure to both Broker Dealer and RIA environments. Ability to work autonomously and self-direct learning. Comfort operating as a "jack of all trades" across processes and systems.
Why Join Us
This role offers broad exposure across both Broker Dealer and RIA client support within a dynamic brokerage environment. With a heavier focus on Broker Dealer interactions, the position provides meaningful responsibility, autonomy, and opportunities to deepen brokerage expertise while maintaining RIA exposure. Ideal for candidates seeking variety, growth, and hands‑on client engagement.
Pay Rate Range
23.24–29.06 USD hourly
Additional Notes
Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly. Optional benefits including medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Benefits Information
Optional benefits offering include medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Seniority level
Entry level
Employment type
Contract
Job function
Other
#J-18808-Ljbffr
This role supports both Broker Dealer (BD) and Registered Investment Advisory (RIA) clients, with approximately 70% of responsibilities focused on Broker Dealer support. The position handles day-to-day client inquiries and escalations, providing guidance, coaching, and resolution across brokerage-related workflows. This role is ideal for a finance professional who can operate as a "jack of all trades," learn autonomously, and navigate complex client needs.
Key Responsibilities
Broker Dealer Client Support (Primary Focus): Serve as the main point of contact for Broker Dealer clients, handling daily inquiries, issue resolution, and escalations. RIA Client Support (Secondary Focus): Assist RIA clients with inquiries related to brokerage services, account support, and platform navigation. Client Coaching & Guidance: Coach clients who have varying levels of system access, advising on next steps and directing them to appropriate internal partners when needed. Issue Ownership & Escalation: Own requests end-to-end, ensuring timely follow-up, proper escalation, and clear communication. Cross-Functional Coordination: Act as a connector across internal teams to drive resolution for both BD and RIA client needs.
Qualifications
1–3 years of experience in Finance or the Brokerage industry. Experience supporting Broker Dealer clients or working in brokerage operations. Strong organizational and problem-solving skills. Ability to manage multiple client inquiries and escalations. Clear, professional communication skills.
Preferred Experience
Exposure to both Broker Dealer and RIA environments. Ability to work autonomously and self-direct learning. Comfort operating as a "jack of all trades" across processes and systems.
Why Join Us
This role offers broad exposure across both Broker Dealer and RIA client support within a dynamic brokerage environment. With a heavier focus on Broker Dealer interactions, the position provides meaningful responsibility, autonomy, and opportunities to deepen brokerage expertise while maintaining RIA exposure. Ideal for candidates seeking variety, growth, and hands‑on client engagement.
Pay Rate Range
23.24–29.06 USD hourly
Additional Notes
Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly. Optional benefits including medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Benefits Information
Optional benefits offering include medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Seniority level
Entry level
Employment type
Contract
Job function
Other
#J-18808-Ljbffr