Client Specialist

  • Competitive
  • Uniondale, NY, USA
  • Permanent, Full time
  • BNY Mellon
  • 24 Sep 16

Client Specialist

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:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

Client Service Representative renders a variety of customer services to our clients through application of knowledge of our organization, its services and products. Answers inbound calls, review and collect client information to determine requirements for service solutions. Resolves customer requests, questions and complaints; requires analysis of situations to determine the best use of resources and to be in compliance for Retail clients. Informs and educates clients of specific requirements and responsibilities of retirement and non-retirement accounts. Adds value by uncovering new or additional assets for our load and no-load mutual funds. Provides detailed fund information, including analysis of performance, prices, market conditions and industry trends and other information that provides added value to our customers. Upon successful completion of a comprehensive training program, representatives will be sponsored for FINRA Series 6 and FINRA Series 63 exams.  

The Series 6 and Series 63 licenses are required for this position. Independent study to prepare for the NASD exams is required. Pass a comprehensive training program of 4-6 weeks of classroom training; including written exams and telephone simulation exams. Client Specialist Skills Required. Bachelor's degree or minimum two-year customer contact experience. Ability to obtain NASD Series 6 & NASD Series 63 licenses within 6 months of hire date. Demonstrates a customer-first attitude; highly motivated to achieve customer satisfaction. Demonstrates self-confidence and the ability to maintain composure in difficult situations. Excellent listening skills, written and verbal communications skills. Flexible, dependable and conscientious. Highly developed interpersonal skills, organization skills and problem solving skills. Ability to work in a fast-paced, structured, call center environment. Demonstrated PC skills and multi-task oriented.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New York-Uniondale
Internal Jobcode: 02975
Job: Asset Management
Organization: North America Distribution-HR11430
Requisition Number: 1611246