Wealth Client Services Specialist: Support & Solutions

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

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.