Specialist, Client Service
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 and champions of inclusion, 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 I to join our Planned Giving Administration team in BNY Wealth Management. This role is located in Boston, MA.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Working knowledge of Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook.
- Demonstrates strong organizational and multitasking skills to manage concurrent requests, priorities, and deadlines.
- Strong communication skills with proven ability to work directly with clients.
- Ability to work both independently and collaboratively; proactively seek clarity and escalate appropriately.
- Desire and curiosity to acquire technical expertise and relationship management skills required to progress towards higher level tasks/responsibilities.
Nice To Haves
- 0-3 years of total work experience preferred.
- Experience in an operational area and/or client services preferred.
Responsibilities
- Responsible for various administrative duties related to charitable vehicles; maintain accurate records, update daily transactional data, and deliver client specific periodic reports.
- Support external clients in addressing operational and technical questions or issues and ensure requests are executed.
- Apply problem-solving skills based on precedence and experience, using communication skills to deliver high-quality service to non-profit organizations and charitable donors.
- Provide external clients with information related to BNY products and services representing a limited number of lines of business and geographies, directing them to appropriate resources as needed.
- Develop expertise in the administration of all types of charitable vehicles, including trusts, gift annuities, pooled income funds, and donor advised funds.
- Participates in internal activities and initiatives designed to improve client experience.
Benefits
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
