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Specialist, Client Service

BNY

Specialist, Client Service

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Specialist, Client Service to join our Wealth Management team. This role can be based in either Philadelphia, PA or Pittsburgh, PA.

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

  • 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.

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

  • 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.

Our Benefits and Rewards:

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Individuals with Disabilities/Protected Veterans.

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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

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.

Vacancy posted 5 days ago
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