BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base.
Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
Leverages a general understanding of broader BNY Mellon services and offerings.
Monitors client inquiries and escalates non-routine or complex issues to the appropriate team member, as needed.
Tracks information related to general client issues and needs to support business development efforts.
Participates in internal activities and initiatives designed to improve the client experience. No direct reports.
Supports a selected number of client accounts of limited complexity.
Bachelors degree or the equivalent combination of education and experience is required. 0-3 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. 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-Massachusetts-Boston Internal Jobcode: 70106 Job: Wealth Management Organization: Advice Planning and Fiduciary-HR16024} Requisition Number: 2116853