Specialist, Client Service Management

BNY; Philadelphia (Philadelphia County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Paid leave

Job summary

BNY is seeking a Specialist in Client Service Management to join their Wealth Management team, located in Philadelphia, PA or Greenville, DE. This role involves providing quality client support, maintaining strong relationships, and resolving inquiries effectively.

The ideal candidate will hold a Bachelor's degree and possess 0-2 years of experience in operations or client services. BNY offers a competitive salary, benefits including medical and dental insurance, and generous paid leave.

Qualifications

• Bachelor's degree or equivalent education in a related field.
• 0-2 years of experience in operational areas or client services preferred.
• Strong client service orientation and excellent communication skills.

Responsibilities

• Provide quality client support for daily transaction and process issues.
• Maintain strong client relationships and resolve inquiries efficiently.
• Respond to client inquiries regarding products and services.

Skills

Client service orientation

Communication skills

Organizational abilities

Education

Bachelor's degree or equivalent education

Job description

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 Philadelphia, PA or Greenville, DE.

Responsibilities

• Provide quality client support to resolve daily transaction and process issues, either under direct or general supervision depending on experience.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to phone, email, and other client inquiries regarding products, services, and procedures.
• Deliver technical assistance on BNY product features and escalating or resolving more complex issues as appropriate.
• Research and resolve operational or client issues, routing items that require additional support to the appropriate team in line with documented procedures.
• Provide timely status updates on open problems and outstanding issues to internal teams.
• Review daily open items to ensure proper follow‑up and closure.

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.

Benefits

Competitive base salary, annual discretionary incentive award, 401(k) plan, medical, dental, vision, and basic life insurance plans for employees and eligible dependents. Generous paid leave including vacation, sick, and volunteer time. Additional benefits such as paid time off will be provided upon hire.

Equal Opportunity Employer

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