- 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 client services and/or operational area 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'
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Associate, Client Service
2 weeks 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 ...
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Client Service Implementation Consultant
2 weeks ago
PAYLOCITY CORPORATION Lake Mary, United StatesPaylocity is a cloud-based software company that creates customized HR solutions for small to mid-sized organizations. Our workplace enhances communication and enables employees to connect, collaborate, and create from anywhere. Our award-winning culture ensures everyone has a vo ...
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Associate, Client Service I
3 days 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 ...
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Client Services Manager
1 week ago
GES Orlando, United StatesOverview: · GES, Global Experience Specialists, is a global exhibition services company with a legacy spanning over 90 years and teams throughout North America, Europe and the Middle East. We create some of the most influential exhibitions in the world - think international medic ...
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Client Service Manager
2 weeks ago
Hylant Lake Mary, United States· The Opportunity: · The Client Service Manager is responsible to provide a consistent platform of service and support to identified marine clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hyla ...
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Client Service Manager
1 week ago
Hylant Lake Mary, United States· The Opportunity: · The Client Service Manager is responsible to provide a consistent platform of service and support to identified marine clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylan ...
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Client Service Manager
1 week ago
Hylant Lake Mary, United States· The Opportunity: · The Client Service Manager is responsible for supporting and collaborating with Client Executives (CEs) regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboarding ...
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Client Service Associate
3 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 ...
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Client Services Representative
1 week ago
US Benefits Association Orlando, United StatesOverview: · **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 ...
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Client Service Associate
1 week 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 ...
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Client Service Specialist
1 week ago
Hylant Lake Mary, United States· The Opportunity: · The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow team membe ...
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Associate, Client Service
3 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 ...
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Representative, Client Service
3 weeks ago
BNY Mellon Lake Mary, United StatesRepresentative, 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 ...
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Client Service Associate
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 ...
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Client Service Associate
3 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 ...
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Client Services Representative
3 weeks ago
Paylocity Lake Mary, United StatesPaylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product ...
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Representative, Client Service
3 weeks ago
BNY Mellon Lake Mary, FL, United States Full timeOverview · 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 manag ...
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Client Services Specialist
4 days ago
Genesis10 Lake Mary, United StatesGenesis10 is seeking a Client Services Specialist for a 6-month contract to hire position with a financial services client located in Lake Mary, FL. This is a hybrid opportunity with 3 days in the office and 2 days remote. · ResponsibilitiesWorks with external clients to resolve ...
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Client Services Specialist
1 week ago
Genesis10 Lake Mary, United StatesGenesis10 is seeking a Client Services Specialist for a 6-month contract to hire position with a financial services client located in Lake Mary, FL. This is a hybrid opportunity with 3 days in the office and 2 days remote. · ResponsibilitiesWorks with external clients to resolve ...
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Client Service Associate
1 week 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 ...
Associate, Client Service - Lake Mary, United States - BNY Mellon
Description
OverviewClient 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 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 240 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 located in Lake Mary, FL - hybrid.
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
Our Benefits:
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
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:
EEO Statement:
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.
Associate, Client Service professionals in Lake Mary
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Manuel Saunders
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