Job Details
Retail Research Specialist – Job Number -1000533
Job Summary
- Company: BNY Mellon
- Location: Uniondale, New York (Uniondale (Long Island))
- Compensation: 40-50K
Job Description
Retail Research Specialist – Job Number -1000533You will resolve all inquiries that cannot be completed during the initial contact with our shareholders, and subsequently require transfer agent intervention. Work closely with transfer agent and support areas to resolve inquiries to the client's satisfaction. In addition, the incumbent proactively identifies and analyzes processing issues to assure quality service.
The qualified candidate will have:
• A Bachelor's degree or equivalent experience.
• Series 6 or 7, & 63.
• Minimum 1 year customer service experience.
• Ability to work well under pressure.
• Strong knowledge of mutual funds and superior customer relations skills.
• Excellent communication (written and verbal), interpersonal, and organizational skills required.
• Strong understanding of operational procedures required.
• PC skills required.
As one of the world's leading financial services organizations, BNY Mellon recognizes the importance of a competitive benefits plan as part of your total compensation. That's why we offer a comprehensive, customizable benefits program to meet the needs of our diverse work force. Benefits include high quality medical and dental plans including orthodontic coverage, vision, life and disability insurance, flexible spending accounts, retirement plans that include an attractive 401k match and a company funded pension plan, generous tuition assistance and other work/life programs.
BNY Mellon is committed to Equal Employment Opportunity in providing all individuals interested in expressing interest in employment with us the opportunity to participate without barriers.
If you are interested in expressing an interest in this position, please visit www.bnymellon.com/careers . Please click on the “Search for BNY Mellon jobs” link on the Careers page. Enter the specific job number 1000533 when completing the online resume form. Please indicate salary requirements when submitting your online application.
Candidates interested in applying to this role should e-mail kareliz.gracia@bnymellon.com.


