Specialist, Client Service Management

Socket.dev; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY Mellon in Boston, MA is seeking a Specialist, Client Service Management to join our Wealth Management team. You’ll support clients by resolving transaction and process-related issues, maintain strong client relations, and respond to inquiries via phone, email, and other channels.

This role emphasizes collaboration with cross-functional teams, strong communication, and problem-solving abilities. A Bachelor’s degree or equivalent experience is required, with 0–2 years in related areas.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• 0–2 years of experience in operational areas and/or client services.
• Strong client service orientation with excellent communication and interpersonal skills.
• Proven ability to collaborate effectively with cross-functional teams.
• Detail-oriented with strong organizational and problem-solving abilities.

Responsibilities

• Provide quality support to clients to resolve transaction and process-related issues daily.
• Maintain strong client relations by efficiently researching and resolving inquiries.
• Assist clients by responding to phone, email, and other inquiries regarding company products, services, and procedures.
• Provide basic technical assistance or independently respond to client questions on product features and elevate issues as needed.
• Research and resolve operational or client issues under supervision.
• Route unresolved issues to the appropriate team following documented procedures.
• Provide status updates on problem resolution and outstanding issues to other teams.
• Review daily open items to ensure proper follow-up and closure.

Skills

Client service orientation

Communication

Interpersonal skills

Cross-functional collaboration

Problem solving

Detail orientation

Education

Bachelor’s degree or equivalent

Job description

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

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

• Provide quality support to clients to resolve transaction and process-related issues daily, either under general or direct supervision depending on experience.
• Maintain strong client relations by efficiently researching and resolving inquiries.
• Assist clients by responding to phone, email, and other inquiries regarding company products, services, and procedures, potentially under direct supervision.
• Provide basic technical assistance or independently respond to client questions onBNYproduct features and elevate issues as needed.
• Research and resolve operational or client issues under supervision.
• Route unresolved issues to the appropriate team following documented procedures.
• Provide status updates on problem resolution and outstanding issues to other teams.
• Review daily open items to ensure proper follow-up and closure.

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

• Bachelor’s degree or equivalent combination of education and work experience in a related field.
• 0-2 years of experience, with some background in operational areas and/or client services preferred.
• Strong client service orientation with excellent communication and interpersonal skills.
• Proven ability to collaborate effectively with cross-functional teams.
• Detail-oriented with strong organizational and problem-solving abilities.

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

At BNY, our culture speaks for itself, check out the latest BNY news atBNY 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.