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Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. Applies intermediate problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed. Leverages a good understanding of broader BNY Mellon services and offerings. Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed. Uses knowledge of client issues and needs to contribute to business development efforts. Participates in internal activities and initiatives designed to improve the client experience. Recommends process improvements. May have people management responsibilities in some geographies. Provides guidance to less experienced team members. Supports multiple, moderately complex client accounts.
Qualifications Bachelors 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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 70105 Job: Wealth Management Organization: Family Office-HR15014 Requisition Number: 1906954
Internal Number: 6287384
About BNY Mellon Investment Management
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