Specialist, Client Operations II

BNY Mellon•Lake Mary, FL

3d•Onsite

About The Position

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Services Client Service team. This role is located in Lake Mary.

Requirements

Bachelor’s degree or the equivalent combination of education and experience is required
Strong analytical and communication skills

Nice To Haves

Client Service experience preferred
Financial Services experience preferred
Retirement account expertise preferred
3-5 years of total work experience preferred

Responsibilities

Participate in the end-to-end client service delivery model and reports on client satisfaction.
Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
Collect data on the execution of service commitments.
Build their understanding of clients’ business.
Serve as a project member on projects to help clients streamline their operating model across our franchise.
Engage in a culture of continuous service improvement, including digital adoption.
Build relationships with business partners.
May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.