Sr. Client Specialist
Shareholder Services - Supports Retail direct shareholders and Institutional broker dealers with financial transactions, account information and transaction processing to be used in responses to more complicated client inquiries on a daily basis. Processes moderately complex updates to shareholder accounts. Under general supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures. Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance. Responses are fast, efficient and accurate. Investigates errors in shareholder accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Reviews daily open items to ensure proper follow-up and closure. Assists junior colleagues in resolving outstanding issues. No direct reports. Provides guidance to less experienced staff. Responsible for the quality and completion of own work. Qualifications
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 1-2 years of total work experience preferred. Experience in Customer Service/Call Center and financial services experience preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United States-New York-Uniondale Internal Jobcode:
Asset Management Organization:
IM Infrastructure-HR14826} Requisition Number: