Client Service Representative

3 days ago


Lake Mary, Florida, United States BNY Mellon Full time
Job Summary

We are seeking a highly skilled Client Service Representative to join our Investor Servicing team. As a key member of our team, you will provide exceptional client service and support to internal and external clients, ensuring timely and accurate processing of transactions and account updates.

Key Responsibilities:

  • Provide quality client service and support to internal and external clients
  • Process transactions and account updates in a timely and accurate manner
  • Conduct independent analysis and policy interpretation
  • Perform complex operational tasks in a product or functional area
  • Reconcile cash breaks, position differences, and gather and compile data

Requirements:

  • High school/secondary school or equivalent combination of education and experience
  • 5-7 years of total work experience preferred
  • Experience in brokerage processing preferred
  • Applicable local/regional licenses or certifications as required by the business

About BNY Mellon

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. We remain one of the safest, most trusted and admired companies, with a commitment to doing what is right.



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