The Bank of New York Mellon

Representative, Investor Services Operations

The Bank of New York Mellon

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At The Bank of New York Mellon, we believe in providing our customers with extraordinary service. We are seeking an experienced and customer-oriented Representative, Investor Services Operations to join our team. In this role, you will be responsible for providing our clients with exceptional service while ensuring all their needs are met.To be successful in this position, you must have a minimum of 5 years of experience in Financial Services Operations or similar customer-facing roles. You should be an effective communicator, organized, and possess excellent problem-solving skills. You should also have a deep understanding of financial services products and processes.As our Representative, Investor Services Operations, you will play an instrumental role in ensuring our customers receive the best possible service. You will be responsible for ensuring our clients have the best customer experience and that all their needs are met. You will be the face of The Bank of New York Mellon and the go-to person for all their financial services needs. It is essential that you have an in-depth understanding of the financial services industry and are knowledgeable in all financial services products and processes.

Responsibilities: -Deliver exceptional customer service to clients -Maintain strong relationships with clients to ensure their needs are being met -Develop and implement strategies to improve customer experience -Provide advice and guidance to clients on financial services products and processes -Ensure client requests are handled in a timely manner -Identify and resolve customer service issues -Maintain accurate records of customer interactions -Analyze customer feedback and develop strategies to improve customer satisfaction -Stay up to date with industry trends and regulations -Ensure compliance with applicable laws and regulations

Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • )Strong Customer Service Background

  • )Excellent Organizational And Problem-Solving Skills

  • )Highly Developed Communication Skills

  • )Proficiency In Computer Systems And Software Applications

  • )Knowledge Of Financial Products And Services

  • )Ability To Handle Multiple Tasks In A Fast-Paced Environment

  • )Ability To Work Independently And As Part Of A Team

  • )Knowledge Of Regulatory And Compliance Requirements

Required Skills
  • Documentation

  • Communication

  • Microsoft Office

  • Compliance

  • Analytical

  • Problem-Solving

  • supervisory

  • Multi-tasking

  • Reconciliations

  • Interpersonal

  • Attention-To-Detail

  • Time-Management

  • Customer-Service

  • Financial

  • Quality-Assurance

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • flexibility

  • Critical thinking

  • Teamwork

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Representative, Investor Services Operations in San Francisco, CA, USA is between $60,000 and $80,000 per year. The exact salary may vary depending on the company, job responsibilities, and the individual's experience and qualifications.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 10th, 2023
Apply BeforeAugust 19th, 2025
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About The Bank of New York Mellon

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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