Job description

Title: Client Service Lead Analyst

Location: 100% REMOTE (preferable if in Pittsburgh, Jersey City, Lake Mary FL, or Denver CO)

PR: $27-30 / HR

Duration: 6 month contract, extension/perm possible

Must-haves:

• 2-5 years of experience in Client Service within financial services, wealth management, or brokerage services
• Knowledge of financial terminology and ability to assist with complex client requests
• Bachelor’s degree
• Microsoft Office (Word, PowerPoint, Excel, OneNote)
• Professional written and verbal communication

Plusses:

• CRM and Salesforce background
• Spanish speaking
• Local to Pittsburgh, Jersey City, Lake Mary FL, or Denver CO

One of Insight Global's largest Financial Service Clients is looking for a Client Service Lead Analyst to join their team. The Client Service team works with external clients to resolve the most complex day-to-day issues and leverages the appropriate resources at BNY Mellon to resolve their inquiries. Some main responsibilities may include:

• Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Applies advanced problem solving skills, judgement, and experience to analyze information.
• Uses developed communication skills to deliver high quality service to a specialized client base.
• Provides key individuals at assigned clients information related to BNY Mellon’s products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings.
• Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources at BNY Mellon.
• Resolves the most complex or non-routine client issues or inquires, as needed.
• Uses in-depth knowledge of client issues and needs to contribute to business development efforts.
• Uses broad understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration.
• Leads and participates in internal activities and initiatives designed to improve the client experience.
• Uses knowledge of client services best practices and BNY Mellon client needs to help develop process improvements.
• Provides guidance to less experienced team members.
• Supports multiple complex client accounts.

Job Type: Contract

Pay: $27.00 - $30.00 per hour

Schedule:

• Monday to Friday

Application Question(s):

• How many years of experience do you have working in Client services within financial services, wealth management, or brokerage services?
• Do you have knowledge of financial terminology and ability to assist with complex client requests?
• Have you completed the following level of education: Bachelor's Degree?

Experience:

• Client Service: 2 years (Required)

Work Location: Remote

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