Senior Specialist, Client Service Management
About the role
We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Managed Account Solutions team. This role is located in Berwyn, PA.
Responsibilities
- Serves as the technical expert for complex transactions and processes on a daily basis.
- Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
- Responds to client questions on BNY product features and provides technical assistance, escalating to senior team members accordingly.
- Liaise with internal counterparts for client account issues on behalf of the asset managers, including client facing teams, operations, and technology teams.
- Interface with external vendors to escalate and resolve issues identified on asset manager businesses.
- Aids in identifying trends in client issues and proposing solutions.
- Provides status updates on problem resolution and outstanding issues to other teams.
- Aids in process improvement by contributing ideas to improve team efficiency.
- Coordinates implementation of resulting process changes for the team.
- Responsible for the quality and completion of own work.
- Prepared to provide and accept direct feedback on own work at all times.
- Helps develop and contributes to the achievement of team objectives.
Requirements
- Bachelor’s degree in Business or related field preferred; or relevant experience.
- 2 or more years of related financial services industry experience.
- Strong time management, communication and prioritization skills required.
- Must be exceptionally organized, and able to articulate regular status updates.
- Managed Accounts experience preferred.
- Excel proficiency required.
- Quick learner on new technology and interested in leveraging AI and related tools.
- Willingness and comfortability to speak in group settings.
Qualifications
- Bachelor’s degree in Business or related field preferred; or relevant experience.
- 2 or more years of related financial services industry experience.
- Strong time management, communication and prioritization skills required.
- Must be exceptionally organized, and able to articulate regular status updates.
- Managed Accounts experience preferred.
- Excel proficiency required.
- Quick learner on new technology and interested in leveraging AI and related tools.
- Willingness and comfortability to speak in group settings.
Skills
- Exceptional organizational and time management skills.
- Ability to communicate effectively both verbally and in writing.
- Proficiency in Excel and other relevant software.
- Experience with AI and related tools.
- Ability to work independently and as part of a team.
Benefits
About Us At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.
Pay
The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.
Schedule
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.