BNY Wealth Newport Beach CA

Specialist, Client Service Management II

Full-time · Berwyn, PA
✓ Verified live on the employer's own system · added 16 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

OperationsProcess ImprovementCustomer Service
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Full job description

BNY is looking for a proactive Client Service professional who brings curiosity, resilience, and a bias for action to every client interaction.

If you're energized by tackling complex challenges, building trusted client relationships, and finding solutions in fast-moving environments, we'd love to speak with you. Join our Managed Account Solutions team in Berwyn, PA , and help deliver an exceptional client experience to some of the world's most sophisticated institutional clients.

- Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY. - Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. - Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. - Provide clients with information related to BNY Mellon's products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon offerings. - Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon. - Resolve complex or non-routine client issues or inquiries as needed. - Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings for front office consideration. - Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. - Support multiple, complex client accounts and provide guidance to less experienced team members.

- 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

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.