BNY Mellon – Analyst, Client Service – Lake Mary, FL

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Job title: Analyst, Client Service
Company: BNY Mellon
Job description: Job Description:

Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.

Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We’re looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

BNY Mellon’s Pershing offers a fast-paced environment and dynamic culture where “client first” is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Client Service - Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed. Leverages a general understanding of broader BNY Mellon services and offerings. Monitors client inquiries and escalates non-routine or complex issues to the appropriate team member, as needed. Tracks information related to general client issues and needs to support business development efforts. Participates in internal activities and initiatives designed to improve the client experience. No direct reports. Supports a selected number of client accounts of limited complexity.

Bachelors degree or the equivalent combination of education and experience is required.0-3 years of total work experience preferred. Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Expected salary:
Location: Lake Mary, FL

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