Wealth Management: Client Service Specialist

BNY Mellon; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

BNY Mellon is seeking a Specialist, Client Service Management to join our Wealth Management team in Boston, MA. You will provide quality client support, resolve transaction and process issues, and maintain strong client relations while collaborating with cross-functional teams.

The role emphasizes excellent communication, attention to detail, and the ability to respond to inquiries via phone and email, with some supervision depending on experience.

Qualifications

• 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, either under general or direct supervision depending on experience.
• 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, potentially under direct supervision.
• Provide basic technical assistance or independently respond to client questions on BNYproduct features and escalating 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

Communication

Interpersonal skills

Cross-functional collaboration

Detail-oriented

Education

Bachelor's degree or equivalent

Job description

BNY Mellon is seeking a Specialist, Client Service Management to join our Wealth Management team in Boston, MA. You will provide quality client support, resolve transaction and process issues, and maintain strong client relations while collaborating with cross-functional teams.

The role emphasizes excellent communication, attention to detail, and the ability to respond to inquiries via phone and email, with some supervision depending on experience.