Senior Client Specialist

Senior Client Specialist

Who we are looking for?

If you are efficient, hard working, a self-starter with excellent communication skills, and enjoy working in a progressive environment, creating a positive relationship with clients, finding the simplest solution to complex matters for clients, then you may be a perfect candidate to join our team of Sr. Client Specialists.

Your role:

Working within the Retail Services department, the Sr. Client Specialist will answer inbound calls in support of Retail Direct shareholders. You will assist with processing financial transactions, provide account information, and respond to client inquiries daily of varying complexity. In addition, you will be providing advanced technical assistance for shareholders' online accounts. On a case-by-case basis, you will be reviewing shareholder accounts for any errors, general issues, and escalating matters through appropriate channels, when issues cannot be resolved at the initial point of contact. You will be responsible for tracking the progress of the matters that you escalate to ensure proper follow up and closure of these issues. You will also have the opportunity to provide guidance to junior members of the staff. This position does not have direct reports.

Your Expertise:

High school or secondary school degree required. BA/BS degree or a minimum of two-year customer service experience preferred. Proficiency with navigation/use of multiple computer applications simultaneously needed.

Certification:

You will be required to obtain your SIE, Series 6 and 63 FINRA licenses within 1 - 2 years of when you are hired.

What is in it for you?

Like everything in life, balance is key. At BNY Mellon we have the tools to support you including a comprehensive compensation/benefits package, competitive health plans, generous paid time off and a strong retirement package.

BNY Mellon Retail Services provides for quarterly merit based bonuses and a flexible and progressive work environment. Roles are hybrid in nature (office + WFH) with additional flexibility depending on the needs of the employee and the business. Additionally, you have the opportunity to work with some great people!

Who we are?

BNY Mellon is passionate about Powering the Financial World. Businesses, communities, and global economies rely on us because we prioritize client experience, collaboration, innovation and resilience. As the "bank of banks," our unique perspective, informed by one of the largest datasets in the world, powers the financial industry. At BNY Mellon, we understand the best way to succeed at anything is to Consider Everything.

We know it's not enough to say we're relentlessly client-focused-so we prove it every day, through adaptability, ingenuity, and technology. It's how we can proactively respond to environmental, social and governance developments, all while providing peerless client experiences.

Join us in our endeavour to provide world class client-focused service.

As a result of COVID-19, many of our associates are continuing to work in a hybrid schedule that offers work flexibly in a way that balances both personal and business needs with time onsite and offsite.

BNY Mellon is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

BNY Mellon will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. #LI-Hybrid