Wealth Client Service Specialist

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

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.