Representative, Client Service

Overview

• Provides quality support to clients with moderately complex transactions and processes on a daily basis.
• Under general supervision, assists clients by responding to phone, email and other inquiries regarding company products, services and procedures.
• Responds to straightforward client questions on BNY Mellon product features and provides more advanced technical assistance for issues that have been escalated by Operations and other internal/external parties.
• Researches and resolves moderately complex operational or client issues.
• Support Client Service Managers on the assigned client portfolio, handle daily administrative tasks including processing payments, billing and account set up etc.
• Routes issues that cannot be addressed at point of contact to appropriate team and escalate to the manager as appropriate, in accordance with documented procedures.
• Assists in providing status updates on problem resolution and outstanding issues to internal teams.
• Reviews daily open items to ensure proper follow-up and closure.
• Assists with process improvement by contributing ideas to improve team efficiency.
• Responsible for the quality, meeting deadlines and completion of own work.
• Bachelor's degree with at least 2 years of relevant experience in the financial services industry.
• Strong client servicing and communication skills, be able to handle tedious tasks, meeting tight deadlines and attention to details

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.

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.