Representative, Client Service

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Job description:

• 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.
• Investigates errors in client accounts and statements.
• Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
• Reviews daily open items to ensure proper follow-up and closure.
• Assists junior colleagues in resolving outstanding issues.
• No direct reports.
• Provides guidance to less experienced staff.
• Responsible for the quality and completion of own work.

Qualifications:

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelor's degree preferred.
• 1-2 years of total work experience preferred.
• Experience in financial services preferred.
• Experience with excel preferred.

#LI-Hybrid