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Associate, Client Service Representative I

Provide exceptional client service by resolving complex operational issues efficiently
Pittsburgh, Pennsylvania, United States
Junior
yesterday
Pennsylvania Staffing

Pennsylvania Staffing

Pennsylvania Staffing is not a known company associated with the domain pennsylvania.gov, which is typically used for official state government services.

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Associate, Client Service Representative I

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 Associate, Client Service Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways:

  • 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.

To be successful in this role, we're seeking the following:

  • Bachelor's degree preferred.
  • 3-5 years of total work experience preferred.
  • Experience in financial services preferred.
  • Experience in Investment Management preferred.

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY 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.

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Associate, Client Service Representative I
Pittsburgh, Pennsylvania, United States
Customer Success
About Pennsylvania Staffing
Pennsylvania Staffing is not a known company associated with the domain pennsylvania.gov, which is typically used for official state government services.