Wealth Management: Client Services Specialist II

BNY; New Jersey; On-site; USD 95,000 - 130,000; Full time

Job summary

BNY seeks a Specialist, Client Service Management II to join the Wealth Management team in Berkeley Heights, NJ. You will be the client contact for moderately complex issues, maintain relationships, and support end-to-end service delivery while engaging partners as needed.

You will collect data on service commitments, participate in initiatives to streamline operating models, and contribute to digital adoption within a culture of continuous improvement.

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.

Responsibilities

• Serve as a point of contact for clients to resolve moderately complex day-to-day issues and direct them to the appropriate resources at BNY.
• Ensure strong client relationships are maintained by researching and resolving inquiries efficiently and accurately.
• Participate in the end-to-end client service delivery model and report on client satisfaction.
• Support issue resolution for moderately complex day-to-day matters and engage internal partners as needed.
• Collect data on the execution of service commitments and build understanding of the client’s business.
• Serve as a project team member on initiatives that help clients streamline their operating model across the franchise.
• Contribute to a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners and support client service activities related to sales support, including assisting with RFPs, KPIs, and client documents by providing required data.

Education

Bachelor's degree

Job description

BNY seeks a Specialist, Client Service Management II to join the Wealth Management team in Berkeley Heights, NJ. You will be the client contact for moderately complex issues, maintain relationships, and support end-to-end service delivery while engaging partners as needed.

You will collect data on service commitments, participate in initiatives to streamline operating models, and contribute to digital adoption within a culture of continuous improvement.