Job Description

The incumbent supports Institutional relationships consisting of banks, major corporations, broker/dealers, municipalities, insurance firms and financial planners. The incumbent also supports the unique operational requirements of Third Party Administrators, Trusts and Record keepers. Primary contact for all clients operational needs including execution of transactions, providing fund and account information, and procurement of client specific documents. The incumbent answers client inquires related to the pricing of funds, commissionable shares, dealer payments, investment allocation, and mutual fund industry questions. In addition to placing manual client-initiated transactions, the incumbent supports institutional relationships that transact via The Depository Trust and Clearing Corporation and other automated interfaces. The incumbent works closely with the transfer agency and various internal sales organizations to facilitate the establishing of new relationships, operational support requirements, and timely resolutions of client requests. They are accountable for internal departmental responsibilities that involve corporate liability. Finally, the incumbent may be asked to produce ad/hoc-reporting or participate in special projects initiated by management.4 year Bachelor s degree in business, economics, finance or related major with a minimum of several months of customer service experience in the financial industry required. 2 year degree in business, economics, finance or related major with a minimum of 1 year of customer services experience in the financial industry required. Series 6 or 7 & 63 are required. Strong PC skills (Word and Excel) are required. Ability to work well under pressure, excellent communication skills (written & verbal), interpersonal and organizational skills. Ability to meet deadlines as well as multi-task responsibilities. Strong understanding of banking and brokerage firm operations. Knowledge of file layouts and transmission protocols. Ability to decipher transaction reports. Knowledge of the Depository Trust and Clearing Corporation s capabilities and terminology. Experience with integrating systems applications in job execution

Qualifications

Summary: BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. As part of BNY Mellon Investment Management, BNY Mellon Retail Services is responsible for meeting the shareholder servicing needs of mutual fund shareholders invested directly in BNY Mellon Family of Funds. The department is located in Uniondale, NY, and Lake Mary, FL. The Contact Center is available to shareholders Monday through Friday from 9:00 a.m. to 5:00 p.m., EST. Twenty-four hour account access is available through our Express voice activated system and our website, www.bnymellonim.com/us
The Role: Reporting to the Director of Retail Shareholder Services, the Client Service Representative will render a variety of customer services to our clients through application of knowledge of our organization, its services and products. The individual in this role will answer inbound calls, review and collect client information to determine requirements for service solutions. He or she will be responsible for resolving customer requests, questions and complaints and will analyze situations on behalf of retail clients to determine the best use of resources. In addition, he or she will inform and educate clients of specific requirements and responsibilities of retirement and non-retirement accounts. The Client Service Representative will follow Retail referral guidelines in the event the customer would like assistance with their investment portfolio. He or she will provide fund information, including performance, yield and price. They will also provide other information that adds value to our customers. The individual in this role must have the ability to work well under pressure to meet time sensitive deadlines, have excellent communication skills, and possess interpersonal and organizational skills. He or she may be asked to produce ad/hoc-reporting or participate in special projects initiated by management.
Responsibilities:

* Provide customer service to clients through application of knowledge of our organization, services and products
* Answer inbound calls, review and collect client information to determine requirements for service solutions
* Resolve customer requests, questions, inquiries and complaints
* Provide high quality service and operational support for retail clients including transaction processing, problem-solving, reconciliation, and research
* Collaborate with internal departments to ensure timely and accurate servicing of client operational needs
* Demonstrate self-confidence and the ability to maintain composure in difficult situations