Estate Settlement Specialist, Client Service II

BNY; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY is seeking a Specialist, Client Service II to join our Wealth Management team in Philadelphia. The role focuses on resolving moderately complex client issues, guiding inquiries to proper resources, and delivering high-quality service to a specialized client base across multiple geographies.

The ideal candidate has a Bachelor’s degree, 3–5 years of related experience, and a solid understanding of client service processes and operations.

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 external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
• Support clients in addressing moderately complex operational 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 skills to deliver high-quality service to a specialized client base and provide information on BNY products across multiple lines of business and geographies.
• Monitor client inquiries, elevate complex issues to the appropriate team member, and contribute to business development through understanding client needs.
• Participate in internal initiatives to improve the client experience and provide guidance to less experienced team members.
• Support multiple moderately complex client accounts and provide people leadership in certain geographies where applicable.

Skills

Communication

Client relations

Collaboration

Multitasking

Education

Bachelor’s degree

Job description

Job Description

We’re seeking a future team member for the role of Specialist, Client Service II to join our Wealth Management team. This role is located in Philadelphia.

Job Description

We’re seeking a future team member for the role of Specialist, Client Service II to join our Wealth Management team. This role is located in Philadelphia.

In this role, you’ll make an impact in the following ways:

• Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
• Support clients in addressing moderately complex operational and technical issues and ensure requests are executed accurately and on time.
• Apply intermediate problem-solving skills, experience, and judgment to analyze information and resolve non-routine issues.
• Use strong communication skills to deliver high-quality service to a specialized client base and provide information on BNY products and services across multiple lines of business and geographies.
• Monitor client inquiries, elevate complex issues to the appropriate team member, and contribute to business development efforts through a strong understanding of client needs.
• Participate in internal initiatives to improve the client experience, recommend process improvements, and provide guidance to less experienced team members.
• Support multiple, moderately complex client accounts and, where applicable, provide people leadership in certain geographies.

To be successful in this role, we’re seeking the following:

• 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.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.