Specialist, Client Service Management

About the role

We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways:

• Provide quality support to clients to resolve transaction and process-related issues daily, either under general or direct supervision depending on experience.
• Maintain strong client relations by efficiently researching and resolving inquiries.
• Assist clients by responding to phone, email, and other inquiries regarding company products, services, and procedures, potentially under direct supervision.
• Provide basic technical assistance or independently respond to client questions on BNY product features and escalate issues as needed.
• Research and resolve operational or client issues under supervision.
• Route unresolved issues to the appropriate team following documented procedures.
• Provide status updates on problem resolution and outstanding issues to other teams.
• Review daily open items to ensure proper follow-up and closure.

Requirements

To be successful in this role, we’re seeking the following:

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

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.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn. Here’s a Few Of Our Recent Awards: America’s Most Innovative Companies, Fortune, 2025; World’s Most Admired Companies, Fortune 2025; “Most Just Companies”, Just Capital and CNBC, 2025.

Benefits

BNY offers 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.

• Eligible employees may enroll in a 401(k) plan.
• Participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents.
• Receive other benefits including various paid time off benefits (vacation and sick time), dependent on the position offered.