Lead Rep, Client Service

Job Description

Client Service - S5 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 technical assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions. Researches and resolves complex operational or client issues. 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. Provides guidance to less experienced staff. Likely serves as the team leader for a team of support staff Helps develop 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.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Texas-Dallas
Internal Jobcode: 70107
Job: Corporate Trust
Organization: Corporate Trust-HR06320
Requisition Number: 2005022