Customer Relations Specialist I (contract) jobs in United States
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BNY · 2 weeks ago

Customer Relations Specialist I (contract)

BNY Mellon is a leading global financial services company at the center of the world’s financial system. The Customer Relations Specialist I role involves supporting a large-scale re-pricing initiative through client communications and coordination with various teams to ensure accurate messaging and mailing processes.

Financial Services

Responsibilities

Client Communications & Re-Pricing Support: Process returned letters related to the fee re-pricing mailing and coordinate remailing activities per front office instructions
Front Office Coordination: Communicate with advisors and front office partners to obtain updated client addresses and ensure accuracy prior to remailing
Mailing Operations: Track returned mail, manage re-mailing workflows, and help maintain clean mailing lists, addressing an anticipated 5–10% return-mail rate
Data & Process Accuracy: Support data-related tasks tied to mailing accuracy and system updates to ensure clean and compliant communications
Internal Coordination: Assist with internal communications and meeting scheduling as needed to support the overall initiative

Qualification

Detail-orientedOrganizational skillsWritten communicationWealth Management knowledgeStakeholder communicationLearning new processesIndependent work

Required

Highly detail-oriented with strong organizational skills
Comfortable communicating with multiple stakeholders across teams
Strong written communication skills; work will be primarily email-based
Ability to learn new processes quickly and work independently

Preferred

Knowledge of the Wealth Management business
Familiarity with BNY Wealth front office roles

Benefits

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase