Senior Specialist, Client Service

Overview

Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.

Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

• Client Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
• May resolve atypical issues or escalate to management as appropriate.
• May lead staff on specific projects.
• Leads team members in providing support to major clients whose partnership with BNY Mellon may have a broad impact on the business in addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Applies advanced problem-solving skills, judgement, and extensive experience to analyze information.
• Uses masterful communication skills to deliver high quality service to a specialized client base.
• Provides key individuals at assigned clients information related to BNY Mellons products and services representing a broad array of lines of business and geographies and leverages an expert understanding of broader BNY Mellon services and offerings.
• Leads clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon.
• Resolves the most complex or non-routine client issues or inquires, as needed.
• Leads resolution of issues escalated by more junior team members.
• Uses extensive knowledge of client issues and needs to lead business development efforts.
• Uses expert understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration.
• Leads internal activities and initiatives designed to improve the client experience.
• Uses knowledge of client services best practices and BNY Mellon client needs to lead the team's development of process improvements.
• No direct reports.
• Provides guidance to less experienced team members.
• May assign work to more junior team members.
• Supports multiple, complex client accounts.
• Spanish speaking preferred.

Bachelor's degree or the equivalent combination of education and experience is required.

10-12 years of total work experience preferred. Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $77,750 and $152,950 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.