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About the Role
Join our Wealth Management team as a Specialist, Client Service Management, providing quality client support and maintaining strong client relationships.
Responsibilities
- 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.
Requirements
- 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.
Skills
- Client service
- Communication
- Interpersonal skills
- Organizational skills
- Problem-solving
Location
- San Francisco, CA
Work Type
- Full-time
Experience Level
- 0-2 years
Education Level
- Bachelor's degree or equivalent combination of education and work experience
Salary/Compensations
- The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
Benefits
- Highly competitive compensation, benefits, and wellbeing programs
- Access to flexible global resources and tools
- Focus on health, personal resilience, and financial goals
- Generous paid leaves, including paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick 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.
- 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.
- Powering the future of finance.
Equal Opportunity
- BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.