Senior Client Services Specialist — Managed Accounts

BNY; Devon (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY is seeking a proactive Client Service professional to support complex client interactions and build trusted relationships with external clients. Based in Berwyn, PA, you will work within the Managed Account Solutions team to deliver exceptional service to sophisticated institutional clients.

You will resolve day-to-day issues, analyze information, and guide clients to the right resources while contributing to process improvements.

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.

Responsibilities

• Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY.
• Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed.
• Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base.
• Provide clients with information related to BNY Mellon’s products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon offerings.
• Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon.
• Resolve complex or non-routine client issues or inquiries as needed.
• Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings for front office consideration.
• Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements.
• Support multiple, complex client accounts and provide guidance to less experienced team members.

Skills

Client services

Problem solving

Relationship building

Operational support

Education

Bachelor's degree

Job description

BNY is seeking a proactive Client Service professional to support complex client interactions and build trusted relationships with external clients. Based in Berwyn, PA, you will work within the Managed Account Solutions team to deliver exceptional service to sophisticated institutional clients.

You will resolve day-to-day issues, analyze information, and guide clients to the right resources while contributing to process improvements.