
Intermediate Representative, Client Service
Are you a client-centric professional looking for a challenging and rewarding role in the financial services industry? Do you have a strong background in client service and a keen eye for detail? If so, The Bank of New York Mellon is seeking an Intermediate Representative to join our team and provide exceptional support to our valued clients. In this role, you will have the opportunity to utilize your expertise and build strong relationships with our clients, while also contributing to the success of our organization. To thrive in this position, you must possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional service. If you are ready to take your career to the next level, we invite you to apply for this exciting opportunity at The Bank of New York Mellon.
- Provide exceptional client service and support to ensure client satisfaction and retention.
- Build and maintain strong relationships with clients, understanding their needs and proactively addressing any issues or concerns.
- Communicate effectively with clients through various channels, including phone, email, and in-person meetings.
- Maintain a thorough understanding of the products and services offered by The Bank of New York Mellon, and effectively educate clients on their features and benefits.
- Serve as a subject matter expert and resource for clients, responding to inquiries and providing guidance on financial services.
- Collaborate with internal teams, such as sales and operations, to ensure timely and accurate delivery of services to clients.
- Proactively identify opportunities to enhance the client experience and provide feedback to management.
- Maintain accurate and detailed records of client interactions and transactions.
- Stay current on industry trends and developments, and incorporate this knowledge into client interactions and service delivery.
- Participate in training and development opportunities to continuously improve skills and knowledge.
- Adhere to all company policies and procedures, as well as regulatory requirements.
- Continuously strive to meet and exceed performance metrics and goals set by management.
- Contribute to the overall success of the organization by identifying and implementing process improvements and promoting a positive and collaborative work culture.
- Remain flexible and adaptable to changing business needs and priorities.
Bachelor's Degree In Finance, Business, Or A Related Field.
Minimum Of 3 Years Experience In Client Service Or Financial Services Industry.
Proficiency In Microsoft Office And Other Relevant Software Systems.
Strong Communication And Interpersonal Skills.
Knowledge Of Investment Products And Understanding Of Financial Markets.
Communication
Time Management
Multitasking
Attention to detail
customer service
Analytical Thinking
Relationship Building
Teamwork
Problem-Solving
Adaptability
Financial Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Intermediate Representative, Client Service in Wrocław, Poland is between 80,000 PLN and 120,000 PLN per year. This translates to approximately $20,500 to $30,700 in USD. However, salary can vary depending on factors such as experience, company, and industry. It is best to research specific job postings and company salary information for a more accurate estimate.
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The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.

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