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The Sr. Client Service Representative is responsible for the servicing of Wealth Management Clients using an electronic platform to access their accounts online to various websites and apps. The Sr. CSR will provide premiere customer service via phone and e-mail across all regions. This position supports the timely response to and resolution of client inquiries regarding deposit and Investment Management services. The incumbent is responsible for various functions, including but not limited to: Peer training, compliance with audit procedures, basic technical support, password resets, access approvals/setups and basic inquires surrounding client portfolios. The CSR will be tasked with building and maintaining relationships with both internal and external clients in order to best satisfy client requests and research and resolve potential issues. The qualified candidate must have a proven track record in the client servicing industry. The position requires excellent communication, analytical, interpersonal and leadership skills to support the success of the business line. An understanding of banking products and services and delivery channels is required. The Sr. Client Service Representative must be able to address a variety of client-initiated concerns/questions on a daily basis. Higher level client service issues will be escalated to Sr. Client Service Representative from junior members of the team. The incumbent must be able to determine solutions to problems and respond to the client with quick turnaround. The incumbent will be a direct point of contact for the client and internal business lines. She/he will meet assigned timelines for completing client request and resolution of problems. With successful interaction with and guidance from the Banking Services Client Servicing Manager and the Unit Manager, the Sr. CSR will be able to positively influence relationships with the clients. The Sr. Client Service Representative will interact with internal and external clients both verbally and through written communication. She/he must demonstrate sensitivity to the client's concerns and project a professional image when dealing with the client. In addition, the Sr. Client Service Representative must possess the ability to successfully interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided.
The qualified candidate must have 3-5 years of client service experience, preferably in the financial service industry. Bachelor s Degree preferred. Prefer that candidates have a Series 7 and 63 licenses or be willing to obtain licenses within the first six months of employment.
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: 31080 Job: Wealth Management Organization: Strategy & Service Delivery-HR06265 Requisition Number: 2105354