Customer Service Associate III Job
Customer Service Associate III (Job Number: 1312854)
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 .
Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Bvrse, the Irish Stock Exchange and the London Stock Exchange.
Description
This position is a critical part of the Pershing Advisor Solutions (PAS) Customer Service model, acting as the primary point of contact for our Registered Investment Advisor (RIA) clients.
The associate is expected to become trained on answering calls in 5 main areas (Retirement Accounts, Banking/Funds, Asset Management, Cash Management, and New Accounts). Associate is expected to become an expert in one or two of the five areas and is expected to have knowledge and be able to field calls in all five.
While not required to perform the job, general knowledge of overall business of Pershing is a plus and makes the incumbent more productive and effective. Must have an understanding of own call center group. Helps to have competitor and industry knowledge, but not required. Must have knowledge of Federal Government laws, amendments, updates, distribution rules, and limits in order to answer customer questions effectively. High level of problem solving is required. Must be able to understand what question is being asked and figure out how to provide customer with an answer. Incumbent is expected to follow fairly prescribed guidelines when answering questions. Innovation is not required. Not creating something new.
Qualifications
Bachelor's Degree preferred. 0-3 years experience.
Primary Location: Denver, CO, US
Internal Jobcode: 26440
Job: Customer/Client Service
Organization: Pershing-HR06431
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