Specialist, Client Service Management

BNY Mellon•Atlanta, GA

About The Position

BNY is seeking a Specialist, Client Service Management to join its Wealth Management team in Atlanta, Georgia. The role provides day-to-day client support by addressing transaction and process-related issues, researching and resolving client inquiries, and helping maintain strong client relationships. The Specialist responds to client questions about BNY products, services, and procedures through phone, email, and other channels. The role also supports issue resolution by researching operational or client matters, routing items to the appropriate team when needed, and communicating status updates on open issues and closures.

Requirements

  • Bachelor’s degree or an equivalent combination of education and experience in a related field.
  • 0–2 years of experience in an operational area and/or client services.
  • Strong client service orientation with excellent communication and interpersonal skills.
  • Ability to collaborate effectively with cross-functional teams.
  • Detail-oriented, with strong organizational and problem-solving skills.

Responsibilities

  • Provide day-to-day client support to resolve transaction and process-related issues, with guidance as needed.
  • Research and resolve client inquiries efficiently and professionally while maintaining strong client relationships.
  • Respond to client questions by phone, email, and other channels regarding BNY products, services, and procedures.
  • Research operational or client matters, route items to the appropriate team when needed, and provide status updates on open issues and closures.
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