Senior Specialist, Client Service Management

Responsibilities

• 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.
• Liaises with internal counterparts for client account issues on behalf of the asset managers, including client‑facing teams, operations, and technology teams.
• Interfaces with external vendors to expedite resolution of issues identified on asset manager businesses.
• Assists in identifying trends in client issues and proposes 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 resultant process changes for the team.
• Is 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.

• 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.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.