Specialist, Client Service
Job Description
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 Summary:
Client Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem-solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to BNY Mellon's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon. May be the central point of contact for business development and assume client onboarding and/or risk management responsibilities. Resolves the most complex or non-routine client issues or inquires, as needed. Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY Mellon client needs to help develop process improvements. No direct reports. Provides guidance to less experienced team members. Supports multiple, complex client accounts.
- Bachelor's degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience preferred.
- Client Service/Operations experience within financial services is strongly preferred.
- Corporate Trust background strongly preferred.
- CLO/CDO background strongly preferred.
- SOLVAS background preferred.
- Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred.
Date Posted
10/07/2022
Views
2
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