Associate, Client Service Representative I

at  BNY Mellon

Overview
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.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Associate, Senior Representative, Client Service Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA – HYBRID.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Serves as the technical expert for complex transactions and processes on a daily basis and provides work direction for the team.
Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
Responds to client questions on BNY Mellon product features and provides technical assistance for the most complex issues that have been escalated by junior team members.
Researches and resolves complex operational or client issues.
Assists in identifying trends in client issues and proposing solutions.
Provides status updates on problem resolution and outstanding issues to other teams.
Directs inquiries to the appropriate resources at BNY Mellon.
Assists with process improvement by contributing ideas to improve team efficiency.
Coordinates implementation of resulting process changes for the team.
Provides guidance to less experienced staff.
May serves as the team leader for a team of support staff
Responsible for the quality and completion of own work.
Helps develop and contributes to the achievement of team objectives.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
3-5 years of total work experience preferred.
Experience in financial services preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023