Senior Specialist, Client Service Management

We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Managed Account Solutions team. This role is located in Berwyn, PA.

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.