Specialist, Client Service Management

Job Description We’re seeking a future team member for the role of Specialist, Client Service Management I to join our Client Services team. This role is located in Los Angeles. In this role, you’ll make an impact in the following ways: Serve as the point of contact with clients for moderately complex issues, providing timely and effective resolutions to ensure client satisfaction and operational continuity, leveraging key internal partners when necessary. Partner with Wealth Advisors and Associates in relationship management efforts by preparing client presentations and maintaining good client relations through efficient and accurate client service. Coordinate and support business development activities including event coordination, marketing materials, and market research to drive growth. Lead and coordinate account administration activities, including account onboarding, account maintenance, and Know Your Customer (KYC) standards. Coordinate and execute money and asset movements, including transaction processing (disbursements and deposits). Utilize core applications and technology platforms (such as Salesforce, DocuSign, and more) as a power user to support client servicing needs and maintain client records. Drive risk and compliance standards by ensuring adherence to policies and regulatory requirements. Drive continuous process improvements by engaging in regional or firm wide projects aimed at enhancing client experience and operational efficiency To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in an operational area and/or client services preferred. 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 - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY Mellon