Specialist, Client Service Management

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 Los Angeles, CA.

In this role, you’ll make an impact in the following ways:

• Provide quality support to clients to resolve transaction and process issues on a daily basis, with the level of supervision adjusted to experience.


• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.


• Respond to client questions via phone, email, and other channels regarding BNY products, services, and procedures.


• Provide basic technical assistance and support escalated client inquiries, including questions on BNY product features.


• Research and resolve operational or client issues, route unresolved matters to the appropriate team, and provide status updates to internal partners.


• Review daily open items to ensure timely 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 in an operational area 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.