About the Role
As a Specialist, Client Services on the Global Liquidity & Margin Services team, you will support clients through complex operational and technical issues, acting as a trusted day-to-day partner. You will help strengthen client confidence and retention by monitoring inquiries and resolving non-routine issues. This role also involves contributing to continuous improvement efforts and generating insights from client interactions to enhance service delivery and client satisfaction.
Responsibilities
- Deliver a high-quality client experience by supporting clients through complex operational and technical issues, ensuring requests are handled accurately, efficiently, and with a strong sense of ownership.
- Serve as a trusted day-to-day partner for clients by coordinating across Sales, Legal, Relationship Management, and Product & Technology to align client needs with BNY’s commercial strategy and drive successful service outcomes.
- Help strengthen client confidence and retention by monitoring inquiries, resolving non-routine issues, and escalating critical matters appropriately to minimize disruption and maintain service excellence.
- Contribute to continuous improvement efforts by participating in initiatives that enhance the overall client experience and improve team processes, responsiveness, and effectiveness.
- Apply sound judgement and problem-solving skills to interpret client needs, provide clear guidance on BNY products and services, and support informed client decision-making.
- Generate actionable insights from client interactions by identifying trends, recurring themes, and service gaps, helping the team improve delivery, address pain points proactively, and increase client satisfaction.
Requirements
- Several years’ experience in a client service, operational, or relationship management role within a Prime Brokerage, Collateral Management, Custody, or Liquidity team.
- A proven track record of client retention and satisfaction, with a strong focus on long-term relationship building and client service delivery.
- The ability to articulate information clearly and simply to a variety of clients and internal stakeholders, with strong analytical and problem-solving skills.
- Experience in an enhanced AI-enabled client service environment; familiarity with Power BI and ECRM would be an advantage.
- A strong team player.
- A bachelor’s degree, or the equivalent combination of education and experience, is required.
Skills
- AI
- Power BI
- ECRM
- Client Service
- Operational Support
- Relationship Management
- Analytical Skills
- Problem-Solving Skills
Location
- London
Work Type
- Full-time
Experience Level
- Several years of experience
Education Level
- Bachelor's degree or equivalent combination of education and experience
Benefits
- Highly competitive compensation
- Benefits and wellbeing programmes
- Access to flexible global resources and tools
- Generous paid leave
- Paid volunteer time
About the Company
- BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets.
- The company's culture enables employees' growth and success.
- BNY harnesses cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
- Recognised as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent.
- BNY powers the future of finance.
Equal Opportunity
- BNY is an Equal Employment Opportunity/Affirmative Action Employer.
- Underrepresented racial and ethnic groups, women, individuals with disabilities, and protected veterans are encouraged to apply.
