Client Service Associate

4 weeks ago

Étreux, Hauts-de-France, United States BNY Mellon Full time

About the Role


We are seeking a highly skilled Client Service Associate to join our Wealth Management team in Boston, MA. As a key member of our team, you will work closely with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.


Key Responsibilities


  • Support clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
  • Apply intermediate problem-solving skills, experience, and judgment to analyze information.
  • Use communication skills to deliver high-quality service to a specialized client base.
  • Provide clients with information related to BNY Mellon products and services, representing multiple lines of business and geographies, and direct them to the appropriate resources, as needed.
  • Leverage a good understanding of broader BNY Mellon services and offerings.
  • Monitor client inquiries, resolve non-routine issues, and escalate complex issues to the appropriate team member, as needed.
  • Use knowledge of client issues and needs to contribute to business development efforts.
  • Participate in internal activities and initiatives designed to improve the client experience.
  • Recommend process improvements.
  • May have people management responsibilities in some geographies, providing guidance to less experienced team members.
  • Support multiple, moderately complex client accounts.

Requirements


  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 3-5 years of total work experience preferred.
  • Experience in an operational area and/or client services preferred.

About BNY Mellon


BNY Mellon is a leading global financial services company with a culture that empowers employees to grow and succeed. We offer highly competitive compensation, benefits, and wellbeing programs, as well as access to flexible global resources and tools for your life's journey.


We are committed to diversity, equity, and inclusion, and we strive to create a workplace that is representative and inclusive of the diverse talent, clients, and communities we serve.


Join us in our mission to make a positive impact on the world and to build a better future for our clients, employees, and communities.

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