Associate, Client Service II

Twyford Law Office; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

A leading financial services company is looking for a Client Service professional to support external clients and resolve complex issues. The role emphasizes effective communication and problem-solving within a diverse environment. Candidates should possess a bachelor's degree and several years of relevant experience in client services or operations.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3-5 years of work experience preferred.
• Experience in operational areas and/or client services preferred.

Responsibilities

• Works with external clients to resolve moderately complex issues.
• Monitors client inquiries and resolves non-routine issues.
• Participates in internal activities to improve client experience.

Skills

Problem Solving

Client Communication

Education

Bachelor's degree

Job description

Overview

Client Service - Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical issues, ensuring requests are executed efficiently. Utilizes intermediate problem-solving skills, experience, and judgment to analyze information. Communicates effectively to deliver high-quality service to a specialized client base.

Provides clients with information related to BNY Mellon products and services across multiple lines of business and geographies, and directs them to the appropriate resources as needed. Leverages a good understanding of broader BNY Mellon services and offerings. Monitors client inquiries, resolves non-routine issues, and escalates complex issues to the appropriate team members. Uses knowledge of client issues to contribute to business development efforts.

Participates in internal activities and initiatives aimed at improving the client experience and recommends process improvements. May have people management responsibilities in some regions and provides guidance to less experienced team members. Supports multiple, moderately complex client accounts.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 3-5 years of total work experience preferred.
• Experience in operational areas and/or client services preferred.

Additional Information

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. We value diversity and inclusion, supporting wellbeing and a balanced life through family-friendly policies and employee forums.

Employer Description

With over 230 years of history, BNY Mellon has been a leader in finance, supporting investors throughout the investment lifecycle and safeguarding nearly one-fifth of the world's financial assets. We operate in 35 countries and more than 100 markets, providing a range of financial services for institutions, corporations, and individual investors. Our commitment to client service, innovation, and integrity sets us apart. Make your mark: bnymellon.com/careers.

EEO Statement

BNY Mellon is committed to equal employment opportunity and fostering an inclusive environment for all employees and applicants.