Senior Specialist, Client Service Management

BNY Mellon • Berwyn, PA

7h • $59,000 - $99,000 • Onsite

About The Position

We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Managed Account Solutions team. In this role, you’ll make an impact by serving as the technical expert for complex transactions and processes on a daily basis. You will independently assist clients by responding to complex phone, email and other inquiries regarding company products, services and procedures. You will respond to client questions on BNY product features and provide technical assistance, escalating to senior team members accordingly. You will liaise with internal counterparts for client account issues on behalf of the asset managers, including client facing teams, operations, and technology teams. You will interface with external vendors to escalate and resolve issues identified on asset manager businesses. You will assist in identifying trends in client issues and proposing solutions. You will provide status updates on problem resolution and outstanding issues to other teams. You will assist with process improvement by contributing ideas to improve team efficiency and coordinate the implementation of resulting process changes for the team. You will be responsible for the quality and completion of your own work, prepared to provide and accept direct feedback on your own work at all times, and help develop and contribute to the achievement of team objectives.

Requirements

• 2 or more years of related financial services industry experience.
• Strong time management, communication and prioritization skills required.
• Must be exceptionally organized, and able to articulate regular status updates.
• Excel proficiency required.
• Quick learner on new technology and interested in leveraging AI and related tools.
• Willingness and comfortability to speak in group settings.

Nice To Haves

• Bachelor’s degree in Business or related field preferred; or relevant experience.
• Managed Accounts experience preferred.

Responsibilities

• Serves as the technical expert for complex transactions and processes on a daily basis.
• Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
• Responds to client questions on BNY product features and provides technical assistance, escalating to senior team members accordingly.
• Liaise with internal counterparts for client account issues on behalf of the asset managers, including client facing teams, operations, and technology teams.
• Interface with external vendors to escalate and resolve issues identified on asset manager businesses.
• Assists in identifying trends in client issues and proposing solutions.
• Provides status updates on problem resolution and outstanding issues to other teams.
• Assists with process improvement by contributing ideas to improve team efficiency.
• Coordinates implementation of resulting process changes for the team.
• Responsible for the quality and completion of own work.
• Prepared to provide and accept direct feedback on own work at all times.
• Helps develop and contributes to the achievement of team objectives.

Benefits

• highly competitive compensation
• benefits
• wellbeing programs
• access to flexible global resources and tools
• paid volunteer time
• medical, dental, vision, and basic life insurance plans
• various paid time off benefits, such as vacation and sick time

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree