Client Service Representative

4 weeks 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. In this role, you will provide quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services.

Key Responsibilities

* Applies expertise and judgment in providing quality and complex client service and support to internal and external clients on a daily basis.
* Performs complex operational tasks in a product or functional area, including reconciliations, and gathering and compiling data.
* Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.

Requirements

* High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred.
* 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

BNY Mellon is a leading global financial services company that touches nearly 20% of the world's investible assets. We are committed to creating a culture that empowers our employees to grow and succeed. We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We are an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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