Client Service Specialist, Wealth Management (Atlanta)

BNY Mellon; Atlanta (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

BNY Mellon in Atlanta, GA seeks a Specialist, Client Service Management to support Wealth Management clients. You will handle day-to-day client inquiries, maintain relationships, and ensure timely responses across channels. The role emphasizes accuracy, cross-team collaboration, and clear communication in a fast-paced environment.

Ideal candidates have a Bachelor's degree, 0-2 years in operations or client services, and a strong service mindset with excellent interpersonal skills.

Qualifications

• Bachelor's degree or equivalent 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.
• Proven 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.
• Maintain strong client relationships by researching and resolving inquiries efficiently and professionally.
• Respond to client questions by phone, email, and other channels regarding products, services, and procedures.
• Support issue resolution by researching operational or client matters, routing items to the appropriate team when needed, and providing status updates on open issues and closures.

Skills

Client service orientation

Communication

Interpersonal skills

Collaboration

Problem solving

Education

Bachelor's degree

Job description

BNY Mellon in Atlanta, GA seeks a Specialist, Client Service Management to support Wealth Management clients. You will handle day-to-day client inquiries, maintain relationships, and ensure timely responses across channels. The role emphasizes accuracy, cross-team collaboration, and clear communication in a fast-paced environment.

Ideal candidates have a Bachelor's degree, 0-2 years in operations or client services, and a strong service mindset with excellent interpersonal skills.