Specialist, Client Service Management
About The Position
We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. In this role, you’ll make an impact by providing quality support to clients to resolve transaction and process issues on a daily basis, with the level of supervision adjusted to experience. You will maintain strong client relationships by researching and resolving inquiries efficiently and accurately. You will respond to client questions via phone, email, and other channels regarding BNY products, services, and procedures. You will provide basic technical assistance and support escalated client inquiries, including questions on BNY product features. You will research and resolve operational or client issues, route unresolved matters to the appropriate team, and provide status updates to internal partners. You will also review daily open items to ensure timely follow-up and closure.
Requirements
- Bachelor’s degree or equivalent combination of education and work experience in a related field.
- 0-2 years of experience in an operational area 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 issues on a daily basis, with the level of supervision adjusted to experience.
- Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
- Respond to client questions via phone, email, and other channels regarding BNY products, services, and procedures.
- Provide basic technical assistance and support escalated client inquiries, including questions on BNY product features.
- Research and resolve operational or client issues, route unresolved matters to the appropriate team, and provide status updates to internal partners.
- Review daily open items to ensure timely follow-up and closure.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
