- Ensuring requests are executed or questions resolved, including coordination with required operations
- Applying problem solving skills and uses communication skills to deliver high quality service to clients and escalating non-routine or complex issues, as needed
- Keeping abreast of key contacts, processes, and business developments in relevant operations groups by attending group meetings and trainings, keeping abreast of communications, and understanding changes to processes
- Participating in consistent processes, tools, and platforms to manage calls and cases
- Participating in internal activities and initiatives designed to improve the client experience
- Bachelors degree or the equivalent combination of education and experience is required
- 3-7 years of total work experience preferred
- Experience in an operational area and/or client services preferred
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score
- 100 Best Workplaces for Innovators, Fast Company
- CDP's Climate Change 'A List'
-
Associate, Client Service
1 week ago
The Bank of New York Mellon Corporation Lake Mary, United StatesClient Service Associate · **_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of d ...
-
Associate, Trading Services Representative I
1 week ago
BNY Mellon Lake Mary, United StatesOverview · Trade Services - S4Provides support in the execution of trading services to money managers, advisors and internal employees. Trains on the different systems used by those serviced. Responsible for developing pricings for order based on a variety of defined procedures a ...
-
Client Service Associate
2 weeks ago
BNY Mellon Lake Mary, United StatesClient Service Associate Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars i ...
-
Associate, Client Service
1 week ago
BNY Mellon Lake Mary, United States Full timeOverview · Client Service Associate · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trilli ...
-
Associate, Trading Services
2 weeks ago
BNY Mellon Lake Mary, United StatesAssociate, Trading Services, Execution Services Middle Office · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking fi ...
-
Associate, Client Service
2 weeks ago
BNY Mellon Lake Mary, FL, United States Full timeOverview · Associate, Client Service · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trill ...
-
Client Service Associate
5 days ago
ShariaPortfolio, Inc. Lake Mary, United States Full timeJob Requirements:High School diploma or equivalent; Associate or Bachelor's degree in Business, Finance, or related field preferred.Experienced in Client Services or other Administrative Role in the Financial industry a plus.Written and verbal communication skills.Interpersonal a ...
-
Client Service Associate
2 weeks ago
BNY Mellon Lake Mary, FL, United States Full timeOverview · Client Service Associate · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trilli ...
-
Associate, Client Services
3 weeks ago
BNY Mellon Lake Mary, FL, United StatesOverview · Associate, Client Service (Markets/Liquidity) · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firm ...
-
Client Service Associate
5 days ago
BNY Mellon Lake Mary, United States Full timeOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...
-
Customer Service and Sales Associate
5 days ago
Rise Up International Doctor Phillips, United StatesCustomer Service and Sales Associate · This is a role that requires in-person customer interaction and working on one's feet on a sales floor. Immediate availability is needed. This is a team oriented work environment with a lot of socializing and conversation. The nature of the ...
-
Associate, Client Service I
2 weeks ago
BNY Mellon Lake Mary, United StatesClient Service Associate · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollar ...
-
Associate, Client Service I
2 weeks ago
BNY Mellon Lake Mary, United States Full timeOverview · Client Service Associate · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trilli ...
-
Senior Associate, Client Service
2 weeks ago
BNY Mellon Lake Mary, United States Full timeOverview · Senior Associate, Client Service · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manage ...
-
Associate, Client Service I
2 weeks ago
BNY Mellon Lake Mary, United States Full timeOverview · Client Service Associate · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trilli ...
-
Customer Service Associate Representative
1 week ago
Tailored Management Lake Mary, United StatesTitle: Customer Service Associate Representative · Location: Orlando, FL · Remote Location Requirements: 100% remote as of now - possibly hybrid; candidates need to be local to Orlando, FL · Hours: Monday - Friday, 10:00 AM - 7:00 PM EST Training - 9:00 AM - 6:00 PM (2-3 weeks) ...
-
Senior Associate, Client Service
1 week ago
BNY Mellon Lake Mary, United States Full timeOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...
-
Customer Service Associate Representative
2 weeks ago
Integrated Resources Lake Mary, United StatesJob Title: Customer Service Associate Representative · Job Location: Lake Mary, FL (Hybrid- 3 days per week on-site and 2 days per week work from home.) · Duration: 6+ months (Possible Extension) · Schedule notes: Working one of the following shifts depending on the need; 8:30 ...
-
Associate, Client Service II
1 week ago
BNY Mellon Lake Mary, United States Full timeOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...
-
Sales & Customer Service Associate
2 weeks ago
Massage Envy Lake Mary, United StatesOverview: · Where Better Careers Begin · Massage Envy Heathrow-Lake Mary Centre · Do you have a passion for helping others? At the Massage Envy Heathrow-Lake Mary Centre franchise, we support and inspire you to be your best while we work together to help clients feel their bes ...
Client Service Associate - Lake Mary, United States - BNY Mellon
Description
Client Service AssociateBring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Client Service Associate to join our Wealth Solutions team. Client Service Associates work with external clients to resolve issues and inquiries requiring specific knowledge and skill sets. This role is hybrid.
In this role, you'll make an impact in the following ways:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LI-Hybrid
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.
Client Service Associate professionals in Lake Mary
-
Manuel Saunders
OnBase Engineer & ECM Solution Consultant