Specialist, Client Service II
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our 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 and champions, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Specialist, Client Service II to join our team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
- Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
- Applies intermediate problem-solving skills, experience and judgement to analyze information.
- Uses communication skills to deliver high-quality service to a specialized client base.
- Provides clients with information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
- Leverages a good understanding of broader BNY services and offerings.
- Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
- Use knowledge of client issues and needs to contribute to business development efforts.
- Participates in internal activities and initiatives designed to improve client experience. Recommend process improvements.
- May have people management responsibilities in some geographies.
- Provides guidance to less experienced team members.
- Supports multiple, moderately complex client accounts.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred.
- Experience in an operational area and/or client services preferred.