Specialist, Client Service Management

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 Philadelphia, PA or Greenville, DE.

In this role, you’ll make an impact in the following ways:

• Provide quality client support to resolve daily transaction and process issues, either under direct or general supervision depending on experience.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to phone, email, and other client inquiries regarding products, services, and procedures.
• Deliver technical assistance on BNY product features and escalate or resolve more complex issues as appropriate.
• Research and resolve operational or client issues, routing items that require additional support to the appropriate team in line with documented procedures.
• Provide timely status updates on open problems and outstanding issues to internal teams.
• Review daily open items to ensure proper follow-up and closure.
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To be successful in this role, we’re seeking the following:

• Bachelor’s degree or an 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.