Senior client service specialist job description

Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.
Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Client Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. May resolve atypical issues or escalate to management as appropriate. May lead staff on specific projects. Leads team members in providing support to major clients whose partnership with BNY Mellon may have a broad impact on the business in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and extensive experience to analyze information. Uses masterful communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to BNY Mellons products and services representing a broad array of lines of business and geographies and leverages an expert understanding of broader BNY Mellon services and offerings. Leads clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon. Resolves the most complex or non-routine client issues or inquires, as needed. Leads resolution of issues escalated by more junior team members. Uses extensive knowledge of client issues and needs to lead business development efforts. Uses expert understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY Mellon client needs to lead the teams development of process improvements. No direct reports. Provides guidance to less experienced team members. May assign work to more junior team members. Supports multiple, complex client accounts.

Bachelors degree or the equivalent combination of education and experience is required.10-12 years of total work experience preferred. Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BE authentic. BE influential. BE the expert. Be all that and more at Colliers.

At Colliers, we help leaders succeed by helping them build amazing workplaces, businesses and communities around the world. We do this by thinking differently, sharing innovative ideas and offering a unique and collaborative workplace where you can succeed.

Who you are Are you looking for a role where you are a key player in the overall teams success through your marketing, administrative and client support? Your experience includes delivering excellent customer service in a fast-paced environment to internal and external clients. You have experience in a marketing support services role, with the ability to deliver high quality reports and presentations. Are you looking for a role to develop your career in commercial real estate? We want you!
You're highly organized and have a keen eye for details, ensuring a high standard of quality in everything you do. You bring a customer service-oriented attitude who thrives in a deadline-driven and fast-paced environment. You're flexible and love variety in your work. You thrive in an environment where no two days are the same. You also love to learn, collaborate and exchange ideas with others to achieve amazing results.
What you bring• At least 3-5 years of marketing/administrative support services experience in commercial real estate or related professional services industry.• Proficient in intermediate functions including MS Word, Excel, Powerpoint.• Proficiency with Adobe InDesign.• Excellent communications skills, both oral and written.• Excellent organizational and prioritization skills.
• Real estate license in the state

Bonus skills and experience• Commercial real estate experience
What success looks like• You have strong planning and organizational skills and are highly effective at prioritizing tasks to see them through to completion. • You will process executed lease/amendment paperwork, create vouchers, collect pertinent documentation, sending tenant/property eblasts, create market surveys, print tour books, schedule tenant tours, etc.• You bring experience in creating/ formatting proposals, presentations, correspondence, RFP's using MS Word, Excel and PowerPoint.• You are confident in your ability to support a team of commercial real estate brokers through preparing/updating sales reports, database management, creating marketing reports, preparing content for pitches/ presentations and more.• You have experience with project management and execution of marketing collateral, you bring a knowledge of marketing campaigns and innovative solutions to your clients. • You are confident in your ability to create/ prepare content for proposals through conducting research, preparing surveys, comparative analysis, lease documents, etc.

#LI-CB1

BE who you are and what you want to be with Colliers. We'd love to meet you. Apply today to join our team.

Please be aware that due to the COVID-19 pandemic, Colliers professionals in the United States are required to be fully vaccinated or engage in ongoing testing at regular intervals determined by Colliers in order to attend any Colliers workplace. As a condition of commencing any role, you will be required to self-report your vaccination status or testing results, as applicable, and provide verifying documentation. If you have any questions, please discuss with your Talent Acquisition Advisor.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.

+ Manages and leads strategic operational aspects of large scale clinical trial projects / programs with the client and project management teams to ensure timely, coordinated risk mitigated delivery of projects and services.

+ Plans, analyzes and assesses client business potential and commercial proposals working in partnership with assigned Global Relationship Directors, and Business and Account executives and development teams, including assisting with the formulation of plans for growth, AOP and strategy of new service lines.

+ Provides senior level consultation and support both within the business and to the client to continually provide service improvements and expand service line offerings.

+ Anticipates, understands, and responds to the needs of clients within our organizational success parameters by acting as the "Voice of the Customer" catalyst in the organization.

+ Recommends appropriate placement of work for assigned clients at various sites making the appropriate technology, region or capacity decision in the best interest of the clients study.

+ Ensures the executive sponsor is informed of all customer relationship issues, needs and developments.

+ Leads client business review process, QBR's, Quality reviews, meetings and workshops with overall collation assessment monitoring of actions, business performance metrics and targets.

+ Works with Global Project Leader to define project milestones and deliverables, to monitor and report on critical path.

+ Conducts risk review of project plan and critical path deliverables on a reoccurring basis and establishes shared risk mitigation plans.

+ Manages and facilitates client problem and solution escalation process serving as a liaison with Global Project Leadership to ensure effective solution/resolution.

+ Communicates with clients and other stakeholders to gain support for improvement initiatives and actively solicits suggestions for improvement.

+ Reviews high level client and program budget vs. actual performance and associated actions. May be asked to utilize or develop tools to accomplish this review. Assists in revenue collection where required.

+ Sets priorities, monitors progress towards goals, and tracks key details. Reports progress as required.

+ Applies appropriate rationale and effective communication skills that will be able to influence key decisions and lead constructive debate on challenging topics across multi-site projects / programs.
+ Applies Good Manufacturing Principles in all areas of responsibility.

+ Demonstrates and promotes the company vision.

Minimum Requirements

+ Bachelor's degree required

+ 8 years or more required of related clinical supplies or clinical research experience

Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.