BNY Mellon Careers

Senior Client Service Representative

Newport Beach, California
Wealth Management

Job Description

The Sr. Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of Wealth Management. The Sr. CSR will provide premiere customer service via phone, fax and e-mail.  This position supports the timely response to and resolution of client inquiries regarding deposit and loan services.


The Sr. CSR is responsible for various functions, including but not limited to:  Peer training, compliance with audit procedures, cash management servicing, completion of internal and wire transfers and loan draw-downs for clients.  In addition the CSR will be responsible for the opening and servicing of new accounts.  The CSR will be tasked with building and maintaining relationships with both internal and external clients in order to best satisfy client requests and research and resolve potential issues.  In addition, He/She may provide support to our portfolio management team and clients.


The qualified candidate must have a proven track record in the client servicing industry.  The position requires excellent communication, analytical, interpersonal and leadership skills to support the success of the business line.  An understanding of banking products and services and delivery channels is required.


The Sr. Client Service Representative must be able to address a variety of client-initiated concerns/questions on a daily basis.  He/She must be able to determine solutions to problems and respond to the client with quick turnaround. 


The Sr. CSR will be a direct point of contact for the client and internal business lines.  She/he will meet assigned timelines for completing client request and resolution of problems. 


The Sr. Client Service Representative will interact with internal and external clients both verbally and through written communication.  She/he must demonstrate sensitivity to the client's concerns and project a professional image when dealing with the client.  In addition, the Sr. Client Service Representative must possess the ability to successfully interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided. 










The qualified candidate must have 3-5 years of client service experience, preferably in the financial service industry.  Bachelor’s Degree preferred.  Prefer that candidates have a Series 7 and 63 licenses or be willing to obtain licenses within the first six months of employment.

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

Primary Location: United States-California-Newport Beach
Internal Jobcode: 31080
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1907589