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 Wealth Management clients. The Sr. CSR will provide customer service to clients in the local market in person, via email, and on the phone, and will collaborate with the Senior Private Bankers and Wealth Managers on the local team. This position supports the timely response to and resolution of client inquiries regarding deposit and loan services. Responsibilities include 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 and building and maintaining relationships with clients and colleagues in order to best satisfy client requests and research and resolve potential issues. 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. Higher level client service issues will be escalated to Sr. Client Service Representative from junior members of the team. The candidate must be able to determine solutions to problems and respond to the client and internal team members with quick turnaround. The Sr. CSR will be able to positively influence relationships with the clients through verbal and 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.

 

 

 

 

 

 

 

Qualifications

1-2 years client service experience in the financial service industry and a Bachelor's Degree is preferred. Candidates shall either 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