Specialist, Client Service Management
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 Management team. This role is located in Boston, MA.
Requirements
- Bachelor’s degree or equivalent combination of education and work experience in a related field.
- 0-2 years of experience, with some background in operational areas and/or client services preferred.
- Strong client service orientation with excellent communication and interpersonal skills.
- Proven ability to collaborate effectively with cross-functional teams.
- Detail-oriented with strong organizational and problem-solving abilities.
Responsibilities
- Provide quality support to clients to resolve transaction and process-related issues daily, either under general or direct supervision depending on experience.
- Maintain strong client relations by efficiently researching and resolving inquiries.
- Assist clients by responding to phone, email, and other inquiries regarding company products, services, and procedures, potentially under direct supervision.
- Provide basic technical assistance or independently respond to client questions on BNY product features and escalate issues as needed.
- Research and resolve operational or client issues under supervision.
- Route unresolved issues to the appropriate team following documented procedures.
- Provide status updates on problem resolution and outstanding issues to other teams.
- Review daily open items to ensure proper follow-up and closure.
Benefits
- Generous paid leaves, including paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
