Customer Success Representative

4 weeks ago


Auckland, New Zealand Bank Of New York Mellon Corp. Full time

**Job Title:** Customer Success Representative **Company:** Bank of New York Mellon Corp. **Location:** Hamilton, Waikato, NZ **Job Type:** Part-time **Seniority:** Associate Level **Years of Experience:** 2 **Job Summary:** The Customer Success Representative at Bank of New York Mellon Corp. will play a vital role in enhancing customer satisfaction, retention, and overall engagement.
This part-time position is ideal for a hardworking and driven individual with a passion for providing exceptional customer service and support.
You will be responsible for ensuring that our clients receive the highest level of service, while fostering strong relationships and addressing their needs proactively.
**Key Responsibilities:** 1.
**Client Relationship Management:** - Develop and maintain positive relationships with clients to understand their financial needs and objectives.
- Serve as the primary point of contact for assigned client accounts, ensuring their inquiries and requests are addressed promptly.
2.
**Customer Support:** - Provide expert guidance and support to clients in utilizing BNY Mellon's products and services.
- Respond to customer inquiries through various channels (email, phone, chat) and resolve issues in a timely and effective manner.
3.
**Customer Onboarding:** - Facilitate the onboarding process for new clients, ensuring a seamless transition and integration into BNY Mellon's offerings.
- Provide training and resources to clients to help them maximize the use of our services.
4.
**Data Management & Reporting:** - Maintain accurate records of client interactions and transactions within the CRM system.
- Prepare and analyze client feedback and satisfaction data to identify trends and areas for improvement.
5.
**Collaboration & Teamwork:** - Work closely with cross-functional teams, including sales, marketing, and operations, to deliver a cohesive customer experience.
- Assist in the development of customer success strategies and best practices.
6.
**Creativity & Problem-Solving:** - Identify and implement creative solutions to enhance the customer experience and address client challenges effectively.
- Proactively suggest improvements to existing processes and tools to foster operational efficiency.
7.
**Feedback & Continuous Improvement:** - Gather client feedback and collaborate with internal teams to propose enhancements to products and services.
- Engage in professional development opportunities to stay informed of industry trends and BNY Mellon's offerings.
**Requirements:** - **Experience:** Minimum of 2 years in a customer service or customer success role, preferably in a financial services environment.
- **Education:** Bachelor's degree in Business, Finance, or a related field is preferred.
- **Personality Traits:** - Hardworking: Demonstrates a consistent willingness to take on challenges and work diligently towards achieving results.
- Driven: Self-motivated, with a strong desire to excel and contribute to team objectives.
- **Soft Skills:** - Teamwork: Ability to work collaboratively with colleagues and stakeholders to foster a supportive team environment.
- Creativity: Strong problem-solving skills with an innovative mindset to enhance the customer experience.
- **Technical Skills:** - Proficiency in CRM software and Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with financial services products and client account management is a plus.
**Working Environment:** At BNY Mellon, we believe in fostering a culture of diversity and inclusivity that paves the way for a sense of belonging.
We value the uniqueness of each employee and are committed to providing opportunities for professional growth and personal fulfillment.
**Benefits:** - Comprehensive disability insurance.
- Relocation allowance (if applicable).
- Competitive retirement plan options.
**Application Deadline:** October 31, 2024 **Equal Opportunity Statement:** Bank of New York Mellon Corp. is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
We encourage applications from candidates of all backgrounds and experiences.How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.



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