Sr. Rep, Client Service

Job Description

Authentic, innovative and results-driven?  Raise your hand if that sounds like you!

 

We’re looking for an amazing individual to join our growing team.  The longevity of our firm is a testament to its strength and stability.  Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

 

As the fastest growing RIA custodian in the U.S., BNY Mellon’s Pershing Advisor Solutions offers a fast paced environment and dynamic culture where “client first” is paramount.  We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

 

Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff.  We welcome the opportunity to speak with you!


Client Service - Serves as the technical expert for complex transactions and processes on a daily basis and provides work direction for the team. Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures. Responds to client questions on BNY Mellon product features and provides technical assistance for the most complex issues that have been escalated by junior team members. Researches and resolves complex operational or client issues. Assists in identifying trends in client issues and proposing solutions. Provides status updates on problem resolution and outstanding issues to other teams. Directs inquiries to the appropriate resources at BNY Mellon. Assists with process improvement by contributing ideas to improve team efficiency. Coordinates implementation of resulting process changes for the team. Provides guidance to less experienced staff. May serves as the team leader for a team of support staff Responsible for the quality and completion of own work. Helps develop and contributes to the achievement of team objectives.

Qualifications

High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 3-5 years of total work experience preferred. Experience in financial services preferred.

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: 70108
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431
Requisition Number: 1912096