Wealth Client Success Associate

BNY; San Francisco (CA); Híbrido; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid volunteer time

Paid leaves

401(k) plan

Medical/Dental/Vision Insurance

Descripción de la vacante

BNY in San Francisco, CA is seeking a Specialist, Client Service Management to join our Wealth Management team. The role focuses on delivering high-quality client support and maintaining strong client relationships for a fast-paced financial services environment.

You will respond to inquiries via phone and email, resolve transaction- and process-related issues, and collaborate with cross-functional teams to drive timely resolutions.

Formación

• Bachelor’s degree or 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.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to collaborate effectively with cross-functional teams.

Responsabilidades

• Provide quality client support to resolve transaction and process‑related issues in a timely and professional manner.
• 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.
• Route unresolved issues to the appropriate team, provide status updates, and ensure daily open items are followed through to closure.

Conocimientos

Customer service

Communication skills

Interpersonal skills

Detail-oriented

Organizational skills

Cross-functional collaboration

Educación

Bachelor’s degree

Descripción del empleo

BNY in San Francisco, CA is seeking a Specialist, Client Service Management to join our Wealth Management team. The role focuses on delivering high-quality client support and maintaining strong client relationships for a fast-paced financial services environment.

You will respond to inquiries via phone and email, resolve transaction- and process-related issues, and collaborate with cross-functional teams to drive timely resolutions.