Specialist, Client Service Management

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 San Francisco, CA.

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

• Provide quality client support to resolve transaction and process-related issues in a timely and professional manner.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to phone, email, and other client inquiries regarding products, services, and procedures.
• Route unresolved issues to the appropriate team, provide status updates, and ensure daily open items are followed through to closure.

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

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

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.