Vista previa generada por IA
Senior Specialist, Client Service in Houston—lead client support, training, and operational management.
Join BNY Capital Markets for impactful service and career growth.
Senior Specialist, Client Service – Role Overview
We’re seeking a future team member for the role of Senior Specialist, Client Service to join our Default Management Group. This role is located in Houston, Texas.
Impact and Responsibilities
In this role, you’ll make an impact in the following ways:
The role involves collaborating with external clients to address and resolve moderately complex day-to-day issues. Where necessary, clients are directed to the appropriate resources within BNY to ensure their needs are effectively met.
Intermediate problem-solving skills, experience, and sound judgement are applied to analyze information and address client concerns. The position requires consistent monitoring of client inquiries, effective resolution of non-routine issues, and, when appropriate, escalation of more complex matters to the relevant team member.
Responsibilities include training and managing the work of Client Representatives, ensuring that they are equipped to deliver excellent service and adhere to established procedures.
Key Operational Tasks
Key operational tasks encompass reporting, processing investor and vendor payments, managing cash operations, as well as supporting and completing compliance and risk management activities and requirements.
Qualifications
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of total work experience preferred.
Experience in an operational area and/or client services preferred.