Senior Representative, Client Service

Full Time
Pittsburgh, PA
Posted
Job description

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon 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 Senior Representative, Client Service to join our Wealth Management team. This role is located in Pittsburgh, PA and is eligible for flexible work arrangement.

The hours for this position are 11:30 AM - 8:00 PM, Tuesday - Saturday.

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 Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg’s Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion , Disability: IN – 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP’s Climate Change ‘A List’

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.


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.

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