Specialist, Client Service Representative II
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 Representative II to join our Wealth Management team. This role is located in Pittsburgh, PA.
Requirements
- Bachelor’s degree preferred.
- 3-5 years of total work experience preferred.
- Experience in financial services preferred.
- Experience in Investment Management preferred
Responsibilities
- Completes daily work for the team and serves as the subject matter expert for transactions and processes.
- Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.
- Suggest and implement process improvements.
- Helps develop and support the achievement of team objectives.
- Functions in a fraud prevention role by reviewing disbursement tasks for red flags.
- Understand, enforce, and communicate internal policies and procedures with front office colleagues.
- Use excellent client service skills to provide best-in-class interactions for our clients.
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
Mid Level
