BNY · 12 hours ago
Associate, Client Service Representative I
Pittsburgh, PA
Full-time
Onsite
Mid Level
3+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an Associate, Client Service Representative I to join their Wealth Management team, where the role involves completing daily work, resolving client issues, and providing excellent client service.
Financial Services
Responsibilities
Completes daily work for the team and serves as the subject matter expert for transactions and processes
Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions
Suggest and implement process improvements
Helps develop and support the achievement of team objectives
Functions in a fraud prevention role by reviewing disbursement tasks for red flags
Understand, enforce, and communicate internal policies and procedures with front office colleagues
Use excellent client service skills to provide best-in-class interactions for our clients
Qualification
Required
Completes daily work for the team and serves as the subject matter expert for transactions and processes
Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions
Suggest and implement process improvements
Helps develop and support the achievement of team objectives
Functions in a fraud prevention role by reviewing disbursement tasks for red flags
Understand, enforce, and communicate internal policies and procedures with front office colleagues
Use excellent client service skills to provide best-in-class interactions for our clients
Preferred
Bachelor's degree preferred
3-5 years of total work experience preferred
Experience in financial services preferred
Experience in Investment Management preferred
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
Company data provided by crunchbase