The Client Service Representative (CSR) position involves joining a team with the objective of servicing our clients to the best of our ability in a timely and professional manner. The CSR will support a number of Relationship Managers in the servicing of their client relationships. This requires learning the legal and investment issues surrounding our institutional client relationships as well as the firm's client service internal policies and procedures. The CSR will be primarily responsible for account documentation, database maintenance, acting as the primary internal contact for Relationship Managers (RMs), serving as the secondary client contact to RMs and Senior Client Service Representatives and completing various client service projects. Essential Responsibilities in Order of Priority: Assist RMs in handling various types of client requests Responsible for the complete, accurate and timely compilation and review of legal and operations items, including documentation for new client fundings, strategy changes and terminations Properly organize legal files and ensure all documentation and contracts are received in the appropriate timeframe Update and maintain the client databases with consistency and accuracy Fulfill client communication requirements, including submission of summary cards to Client Reporting and maintenance of Client Service correspondence files Respond to client and auditors requests Create and maintain various client lists, including the red client list, watch list, client alert list, and holiday card list Maintain up-to-date procedures for client service; post on the shared portal and client home pages Assist with or coordinate projects as assigned; maintain client service project files Serve as back-up to Relationship Managers and Senior Client Service Representatives as necessary
Qualifications Minimum Experience, Skills, Certification or Academic Background Required: BA or BS degree in business, economics or finance or equivalent work experience required Three to five years experience in investment or trust field CSR will need to obtain or possess Series 7 and 63 License Excellent organizational skills and an aptitude for details while working under strict deadlines Accurate and timely completion of projects Excellent communication skills Knowledge of Excel, Word, Power Point and database applications Excellent interpersonal skills with an emphasis on team work Education or experience in legal contracts, accounting and/or finance is a plus 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 & 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.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 07209 Job: Asset Management Organization: NA Investment Boutiques-HR13428 Requisition Number: 1815673
Internal Number: 4683611
About BNY Mellon Investment Management
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