Jennifer Conville
Pittsburgh,Pennsylvania
Summary
Experienced operations and client-service professional with expertise in custody operations, asset movements, account onboarding, reconciliation, and project management. Skilled in coordinating with Clients, Investment Managers and internal teams to ensure accurate processing, smooth platform integration, and timely completion of asset-related event.
Overview
21
21
years of professional experience
Work History
Associate, Client Processing II
Bank of New York
07.2017 - 01.2026
- Coordinate and assist with the Client on the direction letter.
- Coordinated asset events with Clients, Investment Managers, Transitions Managers, etc.
- Provide the necessary directions letter to the internal teams.
- Review accounts to make sure global markets are open in all necessary accounts.
- Work with internal teams on asset transfers
- Contact the Client to inform them event has been completed
Associate Client Administration
Bank of New York
10.2015 - 07.2017
- Opened new accounts on the custody and accounting system
- Open global markets that were instructed by Investment manager and/or Clients.
- Closed accounts and markets that were instructed by the Client
- Open Work Bench IDs on reporting system.
- Assist Client with asset transfer events and submitting the direction letter to the necessary teams.
Conversion Support Analyst
The Bank of New York Mellon
05.2005 - 10.2015
- Project manager for several large New Business Conversions.
- Movement of domestic and global securities between internal and external accounts
- Reconcile Client accounts for month end reporting
- Prepared formal reconciliation to send to Clients
- Processed accounting per Client’s direction by posting buys/sales or security deposits and withdrawals
- Worked on integration of custody platform changes
- Worked directly with Investment and fund managers
- Trained new employees
- Verified cash, custody and accounting transactions.
Education
Bachelor of Science - Business Administration
Clarion University of Pennsylvania
Clarion, PA05.1997
Skills
- Customer service
- Time management
- Attention to detail
- Computer skills
Timeline
Associate, Client Processing II
Bank of New York
07.2017 - 01.2026
Associate Client Administration
Bank of New York
10.2015 - 07.2017
Conversion Support Analyst
The Bank of New York Mellon
05.2005 - 10.2015
Bachelor of Science - Business Administration
Clarion University of Pennsylvania