Senior Client Service Specialist, Wealth Management

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 85,000 - 120,000; Full time

Job summary

BNY Mellon in Pittsburgh, PA is seeking a Senior Specialist, Client Service to join our Wealth Management team. In this role you will work directly with external clients to resolve complex day-to-day issues and connect them with the appropriate resources at BNY.

You will apply advanced problem-solving skills to analyze information, provide information about BNY products across geographies, and help identify additional client needs and opportunities.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience.
• 5-7 years of total work experience preferred.
• Experience in client services or operations preferred.
• Excellent communication and interpersonal skills.
• Ability to manage multiple complex client relationships independently.

Responsibilities

• Resolve complex client issues and connect clients with resources.
• Support clients with operational and technical issues to ensure timely requests.
• Apply problem-solving skills to analyze information and deliver high-quality service.
• Provide information about BNY products and services across lines of business.
• Identify additional business needs and opportunities for clients.
• Contribute to process improvements and client experience initiatives.
• Guide less experienced team members and support multiple accounts.

Skills

Strong communication skills

Independent worker

Client relationship management

Education

Bachelor's degree

Job description

BNY Mellon in Pittsburgh, PA is seeking a Senior Specialist, Client Service to join our Wealth Management team. In this role you will work directly with external clients to resolve complex day-to-day issues and connect them with the appropriate resources at BNY.

You will apply advanced problem-solving skills to analyze information, provide information about BNY products across geographies, and help identify additional client needs and opportunities.