The Bank of New York Mellon - Orlando, FL

posted 4 days ago

Full-time - Mid Level
Hybrid - Orlando, FL
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Client Service Lead to join our Wealth Solutions Client Service team. This role is located in Lake Mary, FL and is a hybrid role.

Responsibilities

  • Working with external clients to address and resolve day-to-day operational and technical queries
  • Applies developed communication skills to deliver high quality service in resolving client inquiries over the phone and via email
  • Uses understanding of BNY products, services and client portal to best answer client inquiries and provide solutions to resolve client issues
  • Coordinate efforts with various internal and external parties to provide issue resolution
  • Using in-depth industry knowledge and experience to help identify and streamline operational efficiencies to improve the client experience

Requirements

  • Bachelor's degree or the equivalent combination of education and experience is required
  • Client Service experience in Financial Services
  • Strong analytical and communication skills
  • 5-7 years of total work experience preferred

Benefits

  • Highly competitive compensation
  • Benefits and wellbeing programs
  • Access to flexible global resources and tools
  • Generous paid leaves, including paid volunteer time
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