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As part of a statement distribution team, incumbent is responsible to provide professional support to Sales Directors, Portfolio Officers, Relationship Managers, Administrators and Technology Support through timely and accurate research and resolution of all client statement and advice related problems, including those of a technical nature. He/she will provide expertise in a wide variety of client mailing, statement content and quality control driven functions with an emphasis on follow through and accountability. Functions will include, but are not limited to; fielding, analyzing, researching and resolving complex statement/advice distribution and content related inquires and problems while creating solutions to prevent re-occurrence; monitoring external vendor statement production with an emphasis on quality control; researching and resolving quality and risk related issues internally and with the external mailing vendor; creating and preparing management reporting and control tools; analysis of process flow to ensure risk mitigation, quality and efficiencies are current; create and implement approved process solutions to improve quality and maintain efficiencies. He/She will have validation, review and approval responsibilities.He/she will be expected to handle client inquiries, which are a higher degree of complexity, exercise initiative in researching, analyzing and resolving problems, and exercising sound judgment regarding the proper handling of client requests. The incumbent must be able to work in a highly confidential environment of the wealthiest, high-profile clients of the Corporation. He/she must ensure a high level of customer satisfaction while adhering to Wealth Management policies, procedures, auditing and regulatory requirements.He/she must have a strong attention to detail to monitor and control all client-mailing processes to mitigate the risk associated with information security. The incumbent will also participate in various projects through implementation to support the business lines' needs.Working knowledge of Microsoft Office applications. Excellent client service, written/oral communication, problem solving and organizational skills. Must be self-motivated with a high degree of accuracy, attention to detail and the ability to work in a fast paced, deadline-driven environment. Must be analytical and understand transaction accounting. Ability to work both independently and in team settings.Strong desire to consistently improve workflow to increase efficiencies. Ability to respond, react and adapt quickly to new processes/procedures.
Qualifications High School Diploma. BS/BA preferred. 1-3 years experience in specialized service delivery, either in financial services or technical related field. Working knowledge of Microsoft Office applications. Familiar with BNYMellon Wealth Management proprietary systems. 4-5 years experience in specialized client service delivery or technical related field preferred. Ability to work independently and also contribute to team specific goals. Detail oriented with proven organizational skills. Manages time efficiently in a fast paced environment and can multi-task. Client service minded individual, motivated and comfortable in managing complex and evolving situations. Receptive and able to learn new systems/process quickly. 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-Pennsylvania-Pittsburgh Internal Jobcode: 31091 Job: Wealth Management Organization: Strategy & Service Delivery-HR06265 Requisition Number: 2002834