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Lead Representative, Client Service

Company: BNY Mellon
Location: Jersey City
Posted on: January 22, 2023

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 - Directs daily work for team members and serves as the technical expert for the most complex transactions and processes.
  • Independently assists clients by responding to complex phone, email and other inquiries regarding the most technically advanced company products, services and procedures.
  • Provides technical assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions.
  • Researches and resolves complex operational or client issues.
  • Identifies trends in client issues and proposes solutions.
  • Monitors resource allocation and directs work for team to allow team to best respond to client inquiries that require department or product specific technical knowledge.
  • May formally assign work to team and be held accountable for teams' work completion and quality.
  • Monitors team efficiency and develops and implements process improvement tactics.

    High school/secondary school or the equivalent combination of education and experience is required. Bachelor's degree preferred. 5-7 years of total work experience preferred. Experience in financial 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $45,700 and $87,975 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Keywords: BNY Mellon, Jersey City , Lead Representative, Client Service, Sales , Jersey City, New Jersey

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