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Pershing X: Associate, Client Service I

2 months ago


Indiana, United States Bank of New York Mellon Corporation Full time

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. In this role, you’ll make an impact in the following ways: Provide Front line support for the Pershing X Application via phone, email, chat and web Research and resolve complex operational issues Follow Service Issue to completion Communicate status of service issues to clients Assist in process improvements Responsible for the quality and completion of own work To be successful in this role, we’re seeking the following: College Grad/3-5 years’ work experience Client Service minded Inbound Call Center Experience Financial Services Background Demonstrated exceptional analytical skills/critical thinking No Direct Reports BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr