Senior Client Specialist Senior Client Specialist …

The Bank of New York Mellon
in Heathrow, FL, United States
Permanent, Full time
Be the first to apply
Competitive
The Bank of New York Mellon
in Heathrow, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Client Specialist
Sr. Client Specialist Summary :

BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies.

As part of BNY Mellon Investment Management, BNY Mellon Retail Services is responsible for meeting the shareholder servicing needs of mutual fund shareholders invested directly in BNY Mellon Family of Funds. The department is located in Uniondale, NY, and Lake Mary, FL. The Contact Center is available to shareholders Monday through Friday from 9:00 a.m. to 5:00 p.m., EST.  Twenty-four hour account access is available through our Express voice activated system and our website,

The Role :

Reporting to the Director of Retail Shareholder Services, the Client Service Representative will render a variety of customer services to our clients through application of knowledge of our organization, its services and products. The individual in this role will answer inbound calls, review and collect client information to determine requirements for service solutions.  He or she will be responsible for resolving customer requests, questions and complaints and will analyze situations on behalf of retail clients to determine the best use of resources.  In addition, he or she will inform and educate clients of specific requirements and responsibilities of retirement and non-retirement accounts. 

The Client Service Representative will follow Retail referral guidelines in the event the customer would like assistance with their investment portfolio. He or she will provide fund information, including performance, yield and price. They will also provide other information that adds value to our customers. The individual in this role must have the ability to work well under pressure to meet time sensitive deadlines, have excellent communication skills, and possess interpersonal and organizational skills.  He or she may be asked to produce ad/hoc-reporting or participate in special projects initiated by management.

Responsibilities :
  • Provide customer service to clients through application of knowledge of our organization, services and products

  • Answer inbound calls, review and collect client information to determine requirements for service solutions

  • Resolve customer requests, questions, inquiries and complaints

  • Provide high quality service and operational support for retail clients including transaction processing, problem-solving, reconciliation, and research

  • Collaborate with internal departments to ensure timely and accurate servicing of client operational needs

  • Demonstrate self-confidence and the ability to maintain composure in difficult situations

Basic Qualifications:

  • BA/BS degree or minimum two-year customercontact experience

  • Proficiency with Microsoft Word and MicrosoftExcel

  • Ability to obtain FINRA Series 6 & Series63 licenses within 180 days of hire

  • Ability to pass a comprehensive classroom training program of 4-6 weeks; includingwritten exams and telephone simulation exams

Preferred Qualifications:

  • BA/BS Degree

  • At least 1 year of customer serviceexperience in the financial services industry

  • Understanding of banking and brokerage firmoperations

  • FINRA Series 6 & 63 licenses



Primary Location: United States-USA-Florida-Lake Mary
Work Locations:
Job: Customer/Client Service
Organization: BNY MELLON
Close
Loading...