Wealth Management Client Success Specialist

BNY; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

BNY in San Francisco, CA seeks a Specialist, Client Service Management to join its Wealth Management team. This role focuses on delivering quality client support, maintaining relationships, and resolving transaction and process-related issues with professionalism.

You’ll respond to inquiries via phone, email, and other channels, route unresolved items to the appropriate teams, and provide timely status updates to clients. Collaboration across functional teams is essential.

Qualifications

• Bachelor’s degree or an equivalent combination of education and work experience in a related field.
• 0-2 years of experience, with some experience in an operational area and/or client services preferred.
• Strong client service orientation with excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to collaborate effectively with cross-functional teams.

Responsibilities

• Provide quality client support to resolve transaction and process-related issues in a timely and professional manner.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to phone, email, and other client inquiries regarding products, services, and procedures.
• Route unresolved issues to the appropriate team, provide status updates, and ensure daily open items are followed through to closure.

Skills

Client service

Communication

Collaboration

Detail-oriented

Education

Bachelor's degree

Job description

BNY in San Francisco, CA seeks a Specialist, Client Service Management to join its Wealth Management team. This role focuses on delivering quality client support, maintaining relationships, and resolving transaction and process-related issues with professionalism.

You’ll respond to inquiries via phone, email, and other channels, route unresolved items to the appropriate teams, and provide timely status updates to clients. Collaboration across functional teams is essential.