Estate Settlement Specialist, Client Services II

BNY Mellon; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Job summary

BNY Mellon is seeking an Estate Settlement Specialist, Client Service II to join our Wealth Management team. The role can be located in Philadelphia or Pittsburgh and focuses on delivering high-quality service to estate beneficiaries, executors, attorneys, and related parties.

The position involves resolving moderately complex estate administration issues, coordinating with internal and external partners, and supporting reporting and process improvements across geographies.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.
• Strong understanding of client service processes, issue resolution, and operational support.
• Ability to communicate clearly, collaborate across teams, and manage multiple client requests effectively.

Responsibilities

• Work with internal and external Estate Settlement partners and clients to resolve moderately complex estate administration issues and direct them to appropriate resources at BNY.
• Support estate settlement partners and clients in addressing operational, administrative, and technical issues and ensure requests are executed accurately and on time.
• Apply intermediate problem-solving skills to analyze information and resolve non-routine issues.
• Use strong communication to deliver high-quality service and provide information on BNY products and services across lines of business and geographies.
• Monitor inquiries, escalate complex issues to the appropriate team member, and ensure timely follow-up throughout the estate settlement lifecycle.
• Participate in internal initiatives to improve the client experience, and provide guidance to less experienced team members.
• Support multiple estate settlement relationships/accounts and provide people leadership in certain geographies where applicable.
• Assist National Estate Settlement team lead with preparation and coordination of financial, operational, and business reporting.

Skills

Client service

Communication

Collaboration

Multitasking

Education

Bachelor's degree

Job description

BNY Mellon is seeking an Estate Settlement Specialist, Client Service II to join our Wealth Management team. The role can be located in Philadelphia or Pittsburgh and focuses on delivering high-quality service to estate beneficiaries, executors, attorneys, and related parties.

The position involves resolving moderately complex estate administration issues, coordinating with internal and external partners, and supporting reporting and process improvements across geographies.