Specialist, Client Service

About the role

We are seeking a Specialist, Client Service to join our Wealth Management team. This role can be based in either Philadelphia, PA or Pittsburgh, PA.

Responsibilities

• Work directly with external clients to resolve day-to-day issues and guide them to the appropriate resources within BNY.
• Support clients by addressing operational and technical questions or issues, ensuring timely and accurate execution of requests.
• Apply problem-solving skills using precedence and experience to deliver high-quality service to a specialized client base.
• Provide clients with information about BNY products and services across a limited number of lines of business and geographies, directing them to the right resources as needed.
• Monitor client inquiries and escalate non-routine or complex issues to the appropriate team members.
• Track and document general client issues and needs to support business development efforts.
• Participate in internal initiatives aimed at improving the overall client experience.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 0-3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

Qualifications

• Strong communication and interpersonal skills.
• Attention to detail and ability to manage multiple tasks simultaneously.
• Knowledge of wealth management products and services.
• Basic understanding of financial concepts and regulations.

Skills

• Excellent customer service skills.
• Problem-solving abilities.
• Technical proficiency in relevant software and systems.
• Strong organizational and time management skills.

Benefits

At BNY, we offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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.

Schedule

This role can be based in either Philadelphia, PA or Pittsburgh, PA.

Company Information

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. 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.