Wealth Client Success Specialist I

BNY; Florida; On-site; USD 52,000 - 65,200; Full time

Benefits offered by this job

Generous paid leaves

Flexible global resources

Wellbeing programs

Job summary

BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client services or operations. This position offers a competitive base salary between $52,000 and $65,200 annually, alongside generous benefits focused on health and wellbeing.

Qualifications

• 2-3 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.

Responsibilities

• Serve as a point of contact to clients to resolve issues.
• Maintain client relations and resolve inquiries efficiently.
• Participate in the client service delivery model.
• Engage in issue resolution and collaborate with partners.
• Collect data on service commitments and understand clients’ business.
• Support client service or sales activities including RFPs.

Skills

Operational experience

Client services experience

Education

Bachelor’s degree or equivalent

Job description

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