Jake Norris

Jake Norris Email and Phone Number

Global Client Activation Officer @ BNY Mellon
Pittsburgh, PA, US
Jake Norris's Location
Pittsburgh, Pennsylvania, United States, United States
Jake Norris's Contact Details

Jake Norris work email

Jake Norris personal email

n/a
About Jake Norris

Experienced professional in the financial servicing industry with a background in financial reporting, client training, and client service looking for a new opportunity with growth potential

Jake Norris's Current Company Details
BNY Mellon

Bny Mellon

View
Global Client Activation Officer
Pittsburgh, PA, US
Website:
bny.com/pershing
Employees:
4221
Jake Norris Work Experience Details
  • Bny Mellon
    Global Client Activation Officer
    Bny Mellon
    Pittsburgh, Pa, Us
    View
  • Bny Mellon
    Global Client Activation Officer
    Bny Mellon Dec 2016 - Present
    Responsible for creating new investment accounts, opening mutual funds, and processing asset reallocation events for my dedicated client relationships
    View
  • Bny Mellon
    Consultant Support Team Manager
    Bny Mellon Dec 2013 - Dec 2016
    Managed a team of three to be the primary point of contact for over 400 consultants, law firms, and data aggregators for any account discrepancies, set-up needs, and access requests
    View
  • Bny Mellon
    Workbench Client Support Site Manager
    Bny Mellon Apr 2010 - Dec 2013
    Pittsburgh
    I managed the day-to-day operations of an online financial reporting support team. I had a team of ten employees reporting to me. I implemented training to clients through both on-site meetings and Web-Ex interactive sessions.
    View
  • Bny Mellon
    Back Office Account Analyst
    Bny Mellon Nov 2007 - Apr 2010
    Executed cash and asset reconciliations daily by utilizing automated accounting systems to obtain reports and inputting data while applying company required internal control
    View

Jake Norris Skills

Financial Reporting Management Client Education Training Employee Training Manage Client Relationships Financial Accounting Analysis Finance Marketing Portfolio Management Risk Management Business Analysis Crm Project Management Financial Analysis Customer Service Process Improvement Microsoft Excel Strategic Planning Business Process Improvement Analytical Skills

Jake Norris Education Details

Frequently Asked Questions about Jake Norris

What company does Jake Norris work for?

Jake Norris works for Bny Mellon

What is Jake Norris's role at the current company?

Jake Norris's current role is Global Client Activation Officer.

What is Jake Norris's email address?

Jake Norris's email address is ja****@****lon.com

What schools did Jake Norris attend?

Jake Norris attended University Of Pittsburgh - Joseph M. Katz Graduate School Of Business, University Of Pittsburgh.

What are some of Jake Norris's interests?

Jake Norris has interest in Economic Empowerment, Environment, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture.

What skills is Jake Norris known for?

Jake Norris has skills like Financial Reporting, Management, Client Education, Training, Employee Training, Manage Client Relationships, Financial Accounting, Analysis, Finance, Marketing, Portfolio Management, Risk Management.

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