Senior Specialist, Client Service

BNY Mellon; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

BNY Mellon in Houston seeks a Senior Specialist, Client Service for our Default Management Group. You will collaborate with external clients to resolve moderately complex day-to-day issues and ensure needs are met through the right internal resources.

You will apply sound judgment to analyze inquiries, monitor requests, escalate complex matters when appropriate, and help train and supervise Client Representatives to deliver exceptional service, while supporting payments, cash operations, and

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 5-7 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.

Responsibilities

• Collaborate with external clients to address and resolve moderately complex day-to-day issues.
• Apply intermediate problem-solving skills to analyze information and address client concerns; escalate when needed.
• Train and manage Client Representatives to ensure excellent service.
• Support reporting, payments processing, cash operations, and compliance and risk activities.

Skills

Client service experience

Operational experience

Education

Bachelor's degree or equivalent

Job description

Overview

We’re seeking a future team member for the role of Senior Specialist, Client Service to join our Default Management Group. This role is located in Houston, Texas.

Responsibilities

• The role involves collaborating with external clients to address and resolve moderately complex day-to-day issues. Where necessary, clients are directed to the appropriate resources within BNY to ensure their needs are effectively met.
• Intermediate problem-solving skills, experience, and sound judgement are applied to analyze information and address client concerns. The position requires consistent monitoring of client inquiries, effective resolution of non-routine issues, and, when appropriate, escalation of more complex matters to the relevant team member.
• Responsibilities include training and managing the work of Client Representatives, ensuring that they are equipped to deliver excellent service and adhere to established procedures.
• Key operational tasks encompass reporting, processing investor and vendor payments, managing cash operations, as well as supporting and completing compliance and risk management activities and requirements.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.