Customer Processing Associate/ “Client Relationship Analyst” recruitment
In our Customer Processing Assoc II (Client Relationship Analyst) role, the Associate provides quality customer service and support to Albridge customers on a daily basis, including phone interaction, (sometimes complex) problem resolution and escalation processing in a timely manner. The Associate also performs (sometimes complex) operational tasks in a product or functional area, including servicing clients who use the wealth reporting platform. Additional reponsibilities include: completes timely processing of tickets, investigates and collaborates across the business then communciates errors and resolutions to our clients. In this role, product knowledge and technical assistance is utilized. Basic knowledge of the organization, the business and its policies will be learned and applied along with working knowledge of technical and professional principles. Eventually working product knowledge, knowledge of federal regulatory guidelines and Pershing/Albridge policies will also be utilizing. In this role, the incumbent understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. The Associate is typically responsible for resolving basic to moderately complex problems based on practice and precedence. Impact is related to quality of execution and accuracy of tasks and services provided.
- High School diploma or equivalent, Bachelor's degree preferred. and 1-3 years relevant experience; preferably 3 years in the brokerage, banking or insurance market place
- Minimum of 2 years of direct exposure to Financial Planners or Advisors a major plus
- Minimum of 3 years of experience building and/or maintaining client relationships higly preferred
- Ability to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures
- Strong skills in prioritizing tasks within a high pressure, high volume environment with tight deadlines
- Strong verbal and written communication skills
- Requires tact and diplomacy when exchanging complex information with others. Is sensitive to audience diversity
- Prefer the candidate to possess strong understanding of financial rate of return calculations, asset allocation methods, and cost basis
- A high sense of self-motivation and strong decision-making ability preferred
- Proficient experience with Microsoft Word, Excel and PowerPoint preferrred
- Strong communication, documentation and multi-tasking skills are essential a major plus
- Positive attitude and be comfortable in a dynamic, fast paced and rapidly changing environment a plus
- Previous experience working with financial data, technology, or in a financial call center is a plus
To apply for this position please visit our website at www.bnymellon.com/careers and refer to job number 1111770.