Lead Rep, Client Service - Direct Brokerage Services

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 operational assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions. 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. Reviews client inquiries for quality and accuracy. Provides guidance to less experienced staff and supports the achievement of team objectives.


 High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 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: 70107
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1917608