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
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
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
Funding
Current Stage
Late StageLeadership Team
Recent News
PR Newswire
2024-11-01
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