Specialist, Client Service Management

BNY Mellon; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

BNY Mellon in Houston, TX seeks a Specialist, Client Service Management to join our Wealth Management team. You will provide quality client support, resolve daily transaction issues, and maintain strong client relationships.

The role emphasizes effective communication, collaboration with cross-functional teams, and a detail-oriented approach to handling inquiries and processing tasks. This entry-level position offers growth within Wealth Management.

Qualifications

• Bachelor's degree or equivalent in a related field.
• 0-2 years of experience in an operational area 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.

Responsibilities

• Provide quality client support to resolve daily transaction and process issues under supervision.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to client questions by phone, email, and other channels; provide basic or advanced support based on experience.
• Research and resolve operational or client issues, route items to the appropriate team, and provide status updates.

Skills

Client service

Communication

Interpersonal skills

Cross-functional collaboration

Detail-oriented

Organizational skills

Problem-solving

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 Houston, TX.

Responsibilities

• Provide quality client support to resolve daily transaction and process issues, under general or direct supervision depending on experience.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to client questions by phone, email, and other channels regarding products, services, and procedures; may provide basic technical assistance or more advanced support based on experience level.
• Research and resolve operational or client issues, route items to the appropriate team when needed, and provide status updates on open items and problem resolution.

Qualifications

• Bachelor's degree or an equivalent combination of education and work experience in a related field.
• 0-2 years of experience in an operational area 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.