Senior Client Specialist- Uniondale, NY or Lake Mary,FL

We're seeking a future team member for the role of Senior Client Specialist to join our Client Services team. This role could be in either Uniondale, NY or Lake Mary, FL.

About BNY Mellon, Investment Management (BNY Mellon IM)

BNY Mellon IM is a leading investment manager, with $1.9 trillion in assets under management. Through an investor-first approach and multi-boutique model, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon. The firm's seven investment managers include; ARX Investments, Dreyfus, Insight Investment, Mellon Investments, Newton Investment Management and Walter Scott.

BNY Mellon IM is a division of BNY Mellon, which has $46.6 trillion in assets under custody and/or administration as of March 31, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon . com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

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

You are efficient, hard working, a self-starter with excellent communication skills, and enjoy working in a progressive environment, creating a positive relationship with clients, finding the simplest solution to complex matters for clients, then you may be a perfect candidate to join our team of Sr. Client Specialists.

Responsibilities include:

• Working within the Retail Services department, the Sr. Client Specialist will answer inbound calls in support of Retail Direct shareholders.
• Assist with processing financial transactions, provide account information, and respond to client inquiries daily of varying complexity.
• Provide advanced technical assistance for shareholders' online accounts.
• On a case-by-case basis, review shareholder accounts for any errors, general issues, and escalating matters through appropriate channels, when issues cannot be resolved at the initial point of contact.
• Responsible for tracking the progress of the matters that you escalate to ensure proper follow up and closure of these issues.
• Provide guidance to junior members of the staff. This position does not have direct reports.

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

• High school or secondary school degree required.
• BA/BS degree or a minimum of two-year customer service experience preferred.
• Proficiency with navigation/use of multiple computer applications simultaneously needed.
• You will be required to obtain your SIE, Series 6 and 63 FINRA licenses within 1 - 2 years of when you are hired.

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.

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)
• 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'

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: 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.