BNY Mellon Careers

Client Specialist

Uniondale, New York
Asset Management

Job Description

Client Service Representative renders a variety of customer services to our clients through application of knowledge of our organization, its services and products. Answers inbound calls, review and collect client information to determine requirements for service solutions. Resolves customer requests, questions and complaints; requires analysis of situations to determine the best use of resources and to be in compliance for Retail clients. Informs and educates clients of specific requirements and responsibilities of retirement and non-retirement accounts. Adds value by uncovering new or additional assets for our load and no-load mutual funds. Provides detailed fund information, including analysis of performance, prices, market conditions and industry trends and other information that provides added value to our customers. Upon successful completion of a comprehensive training program, representatives will be sponsored for NASD Series 6 and NASD Series 63 exams.


The Series 6 and Series 63 licenses are required for this position. Independent study to prepare for the NASD exams is required. Pass a comprehensive training program of 4-6 weeks of classroom training; including written exams and telephone simulation exams. Client Specialist Skills Required. Bachelor's degree or minimum two-year customer contact experience. Ability to obtain NASD Series 6 & NASD Series 63 licenses within 6 months of hire date. Demonstrates a customer-first attitude; highly motivated to achieve customer satisfaction. Demonstrates self-confidence and the ability to maintain composure in difficult situations. Excellent listening skills, written and verbal communications skills. Flexible, dependable and conscientious. Highly developed interpersonal skills, organization skills and problem solving skills. Ability to work in a fast-paced, structured, call center environment. Demonstrated PC skills and multi-task oriented.

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:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

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

Primary Location: United States-New York-Uniondale
Internal Jobcode: 02975
Job: Asset Management
Organization: Dreyfus Retail MF-HR16385
Requisition Number: 1807867