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Specialist, Client Service Management
entry · Other
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.
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.