Jobs
>
Lake Mary

    Associate, Shareholder Client Service Representative - Lake Mary, FL, United States - BNY Mellon

    BNY Mellon
    BNY Mellon Lake Mary, FL, United States

    3 weeks ago

    BNY Mellon background
    Full time
    Description

    Associate, Shareholder Client Service Representative

    At BNY Mellon, we offer an exciting array of future-forward careers at the intersection of business, finance, and technology. As one of the world's top asset management and banking firms managing trillions of dollars in assets, we are known as the 'bank of banks,' with a rich history of industry firsts. Join our Client Services Team in Lake Mary, FL (HYBRID) and be a part of our legacy.

    Role Responsibilities:

    • Answer inbound calls from Retail Direct shareholders
    • Assist with financial transactions and client inquiries
    • Provide technical assistance for online accounts
    • Review and escalate account issues when necessary
    • Track progress and provide guidance to junior staff

    Requirements:

    • High school or secondary school degree required
    • BA/BS degree or minimum two-year customer service experience preferred
    • Proficiency in using multiple computer applications simultaneously
    • SIE, Series 6, and 63 FINRA licenses required within 1-2 years


    Discover a culture of excellence at BNY Mellon, recognized for diversity, inclusion, and innovation. Be part of a team that values your wellbeing with competitive compensation, benefits, and opportunities for personal growth. Join us in creating a more inclusive and representative global team that empowers individuals to do their best work. Learn more about our career opportunities at bnymellon.com/careers.



  • Webhelp Lake Mary, United States

    **Customer Service/Support** · **Location** · - Lake Mary, Florida, United States of America*** · Job Title: · Customer Service Representative (OnSite) · **Job Description**: · The Advisor II, Customer Service position interfaces with customers via inbound calls, outbound calls, ...


  • Global Procurement Solutions Inc Longwood, United States

    **Benefits**: · - 401(k) · - Health insurance · - Paid time off · **Job Duties**: · 3. Assist customers with product information, pricing, availability, and order processing. · 4. Handle customer complaints and resolve issues in a professional and timely manner, ensuring customer ...


  • BNY Mellon Lake Mary, United States

    Overview · 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 ...


  • Omega Ventures Heathrow, United States

    What to expect: · You will be responsible for customer support via phone and email · Taking and processing orders will be part of your daily tasks · You will be the direct contact person for customers regarding price and delivery information · You will handle complaints and maint ...


  • Steffanie Rigetta Agency, LLC Altamonte Springs, United States

    Join Steffanie Rigetta Agency, LLC, a dynamic sales-focused company in Altamonte Springs, Florida, dedicated to providing exceptional customer service and building lasting relationships with our clients. While our work is conducted onsite, we offer a welcoming and engaging enviro ...


  • Alegeus Technologies LLC Maitland, United States

    **Start date: July 1, 2024** · **Schedule**: Monday through Friday 11:30am - 8pm EST (training schedule will be Monday through Friday 9am to 5pm EST for 4 - 6 weeks) · **Compensation**:$16.50 per hour plus a Variable pay (performance bonuses) · **MISSION**: · At Alegeus, we belie ...


  • Synchrony Altamonte Springs, United States

    **_Please note you may be asked to come onsite to our Altamonte Springs Center for in-person training. Additional details will be provided if successful completion of hiring process. _** · **Ignite your power, elevate your future** · Synchrony ensures our employees are challenged ...


  • Joe Bauer - State Farm Agent Winter Park, United States

    **Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fin ...


  • Pinnacle Hotel Management Orlando, United States

    **JOB SUMMARY** · Guest Service Representatives are responsible for greeting and registering guests, providing outstanding guest service during their stay, and settling the guest's account upon completion of their stay. Primary responsibilities include: registering guests, making ...


  • RadNet Porter Ranch, United States

    Overview: · Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, we are _Leading Radiology Forward_. With dynamic cross-training and advancement opportunities in a team-focused environment, the core of our success is its people w ...


  • Nothing Bundt Cakes - Orlando/Sand Lake, FL Orlando, United States

    **TITLE**:Guest Service Representative** · **LOCATION: 7339 W. Sand Lake Rd. Suite 418 Orlando FL 32819** · **Position Summary**: · The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for uniqu ...


  • Jose Rosario - State Farm Agent Orlando, United States

    **ROLE DESCRIPTION**: · As a Bilingual Spanish Customer Service Representative - State Farm Agent Team Member with Jose Rosario - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attent ...


  • FRA Orlando, United States

    **Join Our Team at Florida Repossession Agency** · Customer Service Representative · Orlando, Florida · Are you looking for an opportunity to work in a dynamic environment with a friendly and professional team? Florida Repossession Agency is seeking a dedicated Office Assistant t ...


  • Jose Rosario - State Farm Agent Orlando, United States

    **ROLE DESCRIPTION**: · Jose Rosario - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative - State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and ...


  • Apex Auto Glass South Apopka, United States

    Ever believe you're worth more than what's offered to you? · You deserve the best opportunity to succeed, and here is that opportunity. · Our company is looking for flexible individuals that are also go-getters. · There's no age requirement for hungry, · This is 100% a sales posi ...


  • Apex Auto Glass South Apopka, United States

    Ever believe you're worth more than what's offered to you? · You deserve the best opportunity to succeed, and here is that opportunity. · Our company is looking for flexible individuals that are also go-getters. · There's no age requirement for hungry, · This is 100% a sales posi ...


  • Amber Word - State Farm Agent Tavares, United States

    **ROLE DESCRIPTION**: · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through val ...


  • Anchor Benefit Consulting, Inc. Maitland, United States

    **JOB DESCRIPTION** · **Position Title: Customer Service Rep Department: Customer Service** · **Reports To: Office Manager** · **Job Summary**:This position serves clients and plan participants within the health insurance industry. This position will identify, research, process, ...


  • BNY Mellon Lake Mary, United States

    Representative, Client Processing · 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 o ...


  • US Benefits Association Orlando, United States

    Overview: · **Responsibilities**: · - Conduct outbound calls to potential customers to promote products or services · - Utilize telemarketing strategies to generate leads and secure sales appointments · - Maintain accurate records of customer interactions and transactions · - Col ...