Wealth Management Client Service Specialist

BNY; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

BNY seeks a Specialist, Client Service Management in Houston to support Wealth Management clients with daily transactions and inquiries. You’ll work under supervision to resolve issues, maintain client relationships, and provide updates across channels.

The role emphasizes strong communication, attention to detail, and collaboration with cross-functional teams to deliver accurate, timely service and uphold client satisfaction.

Qualifications

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

Responsibilities

• Provide quality client support to resolve daily transaction and process issues, under general or direct supervision depending on experience.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to client questions by phone, email, and other channels regarding products, services, and procedures; may provide basic technical assistance or more advanced support based on experience level.
• Research and resolve operational or client issues, route items to the appropriate team when needed, and provide status updates on open items and problem resolution.

Skills

Client service

Communication

Cross-functional collaboration

Problem solving

Education

Bachelor’s degree

Job description

BNY seeks a Specialist, Client Service Management in Houston to support Wealth Management clients with daily transactions and inquiries. You’ll work under supervision to resolve issues, maintain client relationships, and provide updates across channels.

The role emphasizes strong communication, attention to detail, and collaboration with cross-functional teams to deliver accurate, timely service and uphold client satisfaction.