Client Specialist – Call Center Job recruitment

Client Specialist - Call Center (Job Number: 1207908)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

BNY Mellon Asset Management is one of the world's leading asset management organizations, encompassing BNY Mellon's affiliated investment management firms and global distribution companies. Our asset management boutiques and services include: The Alcentra Group, BNY Mellon ARX, BNY Mellon Cash Investment Strategies, BNY Mellon Western FMC, The Boston Company Asset Management, The Dreyfus Corporation, EACM Advisors, Hamon Investment Group, Insight Investment Management, Mellon Capital Management, The Newton Group, Pareto Investment Management, Siguler Guff, Standish, Urdang, Walter Scott, and West LB Mellon. Additional information is available at www.bnymellonam.com.

Description

Client Service Representative renders a variety of customer services to our clients through application of knowledge of our organization, its services and products. Answers inbound calls, review and collect client information to determine requirements for service solutions. Resolves customer requests, questions and complaints; requires analysis of situations to determine the best use of resources and to be in compliance for Retail clients. Informs and educates clients of specific requirements and responsibilities of retirement and non-retirement accounts. Adds value by uncovering new or additional assets for our load and no-load mutual funds. Provides detailed fund information, including analysis of performance, prices, market conditions and industry trends and other information that provides added value to our customers. Upon successful completion of a comprehensive training program, representatives will be sponsored for FINRA Series 6 and FINRA Series 63 exams. The Series 6 and Series 63 licenses are required for this position. Independent study to prepare for the FINRA exams is required. Pass a comprehensive training program of 4-6 weeks of classroom training; including written exams and telephone simulation exams.

Qualifications

* Client Specialist skills required.
* Bachelor's degree or minimum two-year customer contact experience.
* Ability to obtain FINRA Series 6 FINRA Series 63 licenses within 6 months of hire date.
* Demonstrates a customer-first attitude; highly motivated to achieve customer satisfaction.
* Demonstrates self-confidence and the ability to maintain composure in difficult situations.
* Excellent listening skills, written and verbal communications skills.
* Flexible, dependable and conscientious.
* Highly developed interpersonal skills, organization skills and problem solving skills.
* Ability to work in a fast-paced, structured, call center environment.
* Demonstrated PC skills and multi-task oriented.

EFC: AM

Primary Location: United States-USA-NY-Uniondale
Internal Jobcode: 02975
Job: Customer/Client Service
Organization: Dreyfus-HR06163