Specialist, Client Service Management II

BNY; New Jersey; On-site; USD 95,000 - 130,000; Full time

Job summary

BNY seeks a Specialist, Client Service Management II to join the Wealth Management team in Berkeley Heights, NJ. You will be the client contact for moderately complex issues, maintain relationships, and support end-to-end service delivery while engaging partners as needed.

You will collect data on service commitments, participate in initiatives to streamline operating models, and contribute to digital adoption within a culture of continuous improvement.

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.

Responsibilities

• Serve as a point of contact for clients to resolve moderately complex day-to-day issues and direct them to the appropriate resources at BNY.
• Ensure strong client relationships are maintained by researching and resolving inquiries efficiently and accurately.
• Participate in the end-to-end client service delivery model and report on client satisfaction.
• Support issue resolution for moderately complex day-to-day matters and engage internal partners as needed.
• Collect data on the execution of service commitments and build understanding of the client’s business.
• Serve as a project team member on initiatives that help clients streamline their operating model across the franchise.
• Contribute to a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners and support client service activities related to sales support, including assisting with RFPs, KPIs, and client documents by providing required data.

Education

Bachelor's degree

Job description

Job Description

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

Job Description

We're seeking a future team member for the role of Specialist, Client Service Management II to join our Wealth Management team. This role is located in Berkeley Heights, NJ.
In this role, you’ll make an impact in the following ways:

• Serve as a point of contact for clients to resolve moderately complex day-to-day issues and direct them to the appropriate resources at BNY.
• Ensure strong client relationships are maintained by researching and resolving inquiries efficiently and accurately.
• Participate in the end-to-end client service delivery model and report on client satisfaction.
• Support issue resolution for moderately complex day-to-day matters and engage internal partners as needed.
• Collect data on the execution of service commitments and build understanding of the client’s business.
• Serve as a project team member on initiatives that help clients streamline their operating model across the franchise.
• Contribute to a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners and support client service activities related to sales support, including assisting with RFPs, KPIs, and client documents by providing required data.

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.

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.