Specialist, Client Service Representative II

BNY Mellon•Pittsburgh, PA

23h•Onsite

About The Position

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Specialist, Client Service Representative II to join our Wealth Management team. This role is located in Pittsburgh, PA.

Requirements

3-5 years of total work experience preferred.
Experience in financial services preferred.
Experience in Investment Management preferred

Nice To Haves

Bachelor’s degree preferred.

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.