Provides quality support to clients with complex transactions and processes on a daily basis. Independently assists clients by responding to phone, email, workflow tool and other inquiries regarding company products, services and procedures. Assists with process improvement by contributing ideas to improve team efficiency. Researches and resolves complex operational or client issues; complex issues are escalated to this level. Communicates with and instructs other departments concerning systems, account status and problem resolution. Solves inquiries from clients regarding administrative, product and operational information by conducting independent analysis and issue facilitation.
- High school/secondary school or the equivalent combination of education and experience is required.
- Typically requires 3-5 years of total work experience, preferably in brokerage.
- Capacity to make business decisions confidently and autonomously
- Experience in a fast-paced and rapidly changing environment
- Previous experience working with financial data, technology, or in a financial call center
- Bachelor's Degree
- Previous experience working with financial data or in a financial service call center is a plus.
- Experience in a role requiring direct communication with Financial Advisors or support of/exposure to wealth management is preferred
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New Jersey-Pennington
Internal Jobcode: 09208
Job: Customer/Client Service
Requisition Number: 1703934