Senior Specialist, Client Service Management

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

• Serves as the technical expert for complex transactions and processes on a daily basis.

• Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.

• Responds to client questions on BNY product features and provides technical assistance, escalating to senior team members accordingly.

• Liaise with internal counterparts for client account issues on behalf of the asset managers, including client facing teams, operations, and technology teams.

• Interface with external vendors to escalate and resolve issues identified on asset manager businesses.

• Assists in identifying trends in client issues and proposing solutions.

• Provides status updates on problem resolution and outstanding issues to other teams.

• Assists with process improvement by contributing ideas to improve team efficiency.

• Coordinates implementation of resulting process changes for the team.

• Responsible for the quality and completion of own work.

• Prepared to provide and accept direct feedback on own work at all times.

• Helps develop and contributes to the achievement of team objectives.

To be successful in this role, we're seeking the following:

• Bachelor's degree in Business or related field preferred; or relevant experience.

• 2 or more years of related financial services industry experience.

• Strong time management, communication and prioritization skills required.

• Must be exceptionally organized, and able to articulate regular status updates.

• Managed Accounts experience preferred.

• Excel proficiency required.

• Quick learner on new technology and interested in leveraging AI and related tools.
• Willingness and comfortability to speak in group settings.