BNY Mellon Careers

Lead Rep, Client Service- DBS

Lake Mary, Florida
Customer/Client Service

Job Description

Directs daily work for team members and serves as the technical expert for the most complex transactions and processes. Independently assists clients by responding to complex phone, email and other inquiries regarding the most technically advanced company products, services and procedures. Provides technical assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions. Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions. Monitors resource allocation and directs work for team to allow team to best respond to client inquiries that require department or product specific technical knowledge. May formally assign work to team and be held accountable for teams work completion and quality. Monitors team efficiency and develops and implements process improvement tactics. Provides guidance to less experienced staff. Likely serves as the team leader for a team of support staff Helps develop and supports the achievement of team objectives.


  High school/secondary school or the equivalent combination of education and experience is required. Bachelor’s degree preferred. 5-7 years of total work experience preferred. Experience in financial services preferred. Series 7 preferred.

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 & 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:

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Florida-Lake Mary
Internal Jobcode: 70107
Job: Customer/Client Service
Organization: Pershing-HR06431
Requisition Number: 1802054