Lead Representative, Client Service

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Lead Representative, Client Service to join our Wealth Management team. This role is located in Pittsburgh, PA. [[This person will be based at 500 Ross Street and this will be a hybrid role (3 days in the office, 2 remote).]]

In this role, you'll make an impact in the following ways:

• 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.
• Provides guidance to less experienced staff.
• Likely serves as the team leader for a team of support staff
• Helps develop and supports the achievement of team objectives.
• The Wealth Management Authentication Unit is responsible for the verification of authority, identity and details within various client requests. This may include monetary disbursements, sensitive information and account maintenance supporting Investment Management and Private Banking business with direct client contact.

To be successful in this role, we're seeking the following:

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelors degree preferred.
• 5-7 years of total work experience preferred.
• Experience in financial services preferred.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg's Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP's Climate Change 'A List'

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.

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: bnymellon.com/careers.

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.