Wealth Client Service Specialist – Entry Level

BNY; Atlanta (GA); Sur place; USD 55 000 - 70 000; Plein temps

Résumé du poste

BNY is seeking a Specialist, Client Service Management to join our Wealth Management team in Atlanta, GA. In this role, you will provide day-to-day client support, resolve transaction issues, and maintain strong client relationships through research and timely responses via phone, email, and other channels.

You will collaborate with cross-functional teams, handle inquiries with professionalism, and contribute to efficient issue resolution.

Qualifications

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

Responsabilités

• Provide day-to-day client support to resolve transaction and process-related issues, with guidance as needed.
• Maintain strong client relationships by researching and resolving inquiries efficiently and professionally.
• Respond to client questions by phone, email, and other channels regarding BNY products, services, and procedures.
• Support issue resolution by researching operational or client matters, routing items to the appropriate team when needed, and providing status updates on open issues and closures.

Connaissances

Client service

Communication

Interpersonal skills

Collaboration

Problem solving

Formation

Bachelor's degree

Description du poste

BNY is seeking a Specialist, Client Service Management to join our Wealth Management team in Atlanta, GA. In this role, you will provide day-to-day client support, resolve transaction issues, and maintain strong client relationships through research and timely responses via phone, email, and other channels.

You will collaborate with cross-functional teams, handle inquiries with professionalism, and contribute to efficient issue resolution.