Wealth Management Client Service Specialist II

BNY; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY is seeking a Specialist, Client Service II to join our Wealth Management team in Philadelphia. The role focuses on resolving moderately complex client issues, guiding inquiries to proper resources, and delivering high-quality service to a specialized client base across multiple geographies.

The ideal candidate has a Bachelor’s degree, 3–5 years of related experience, and a solid understanding of client service processes and operations.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.
• Strong understanding of client service processes, issue resolution, and operational support.
• Ability to communicate clearly, collaborate across teams, and manage multiple client requests effectively.

Responsibilities

• Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
• Support clients in addressing moderately complex operational and technical issues and ensure requests are executed accurately and on time.
• Apply intermediate problem-solving skills to analyze information and resolve non-routine issues.
• Use strong communication skills to deliver high-quality service to a specialized client base and provide information on BNY products across multiple lines of business and geographies.
• Monitor client inquiries, elevate complex issues to the appropriate team member, and contribute to business development through understanding client needs.
• Participate in internal initiatives to improve the client experience and provide guidance to less experienced team members.
• Support multiple moderately complex client accounts and provide people leadership in certain geographies where applicable.

Skills

Communication

Client relations

Collaboration

Multitasking

Education

Bachelor’s degree

Job description

BNY is seeking a Specialist, Client Service II to join our Wealth Management team in Philadelphia. The role focuses on resolving moderately complex client issues, guiding inquiries to proper resources, and delivering high-quality service to a specialized client base across multiple geographies.

The ideal candidate has a Bachelor’s degree, 3–5 years of related experience, and a solid understanding of client service processes and operations.