Specialist, Client Service

About the role

This role is for a Specialist, Client Service on the Wealth Management team, based in either Pittsburgh, PA or Philadelphia, 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.

Benefits

• Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy.
• Access to flexible global resources and tools for your life’s journey.
• Focus on health, foster personal resilience, and reach financial goals as a valued team member.
• Generous paid leaves, including paid volunteer time.
• Eligibility for a 401(k) plan.
• Company-sponsored medical, dental, vision, and basic life insurance plans for employee and eligible dependents.
• Other benefits such as various paid time off (vacation, sick time) dependent on position.
• Potential eligibility for an annual discretionary incentive award.