Specialist, Client Service Management I - Wealth Services Ops

BNY Mellon • Lake Mary, FL

47d • 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 I - Wealth Services Ops to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience.
• 2-3 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.

Responsibilities

• Serve as a point of contact to clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.
• Ensure good client relations are maintained and inquiries are researched and resolved efficiently.
• Participate in the end-to-end client service delivery model and report on client satisfaction.
• Engage in issue resolution of day-to-day issues and collaborate with internal partners on more complex matters.
• Collect data on the execution of service commitments and build understanding of clients’ business.
• Serve as a project member on initiatives to help clients streamline their operating model across our franchise.
• Build relationships with business partners and support client service or sales activities, including assisting in the creation of RFPs, KPIs, or client documents by providing required data.

Benefits

• highly competitive compensation
• benefits
• wellbeing programs
• access to flexible global resources and tools
• generous paid leaves
• paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level