BNY

Safeguards and moves assets for investors

Senior Specialist - Client Operations

Asset ManagementConfirmed live in the last 24 hours

Full-timeNew York, NY, USA$59k - $124k /yrIn-person

About the Job

Requirements

A bachelor's degree or an equivalent combination of education and experience is required.
Five to seven years of total work experience is preferred.
Customer service experience is preferred.
Excellent verbal and written communication skills are required.

Responsibilities

Contact clients directly to troubleshoot and correct errors or exceptions and respond to inquiries.
Assist clients independently by responding to phone, email, and other inquiries regarding supported services.
Provide daily reconciliations and metrics, and review daily open items to ensure proper follow-up and closure.
Meet service-level agreements for daily deliverables.
Ensure that assigned tasks and project deliverables are completed.
Prepare, participate in, and conduct requested internal and external training.
Provide quality support to clients with routine transactions and daily processes; under direct supervision, respond to inquiries about company products, services, and procedures.
Provide basic technical assistance to clients and help respond to straightforward client inquiries.
Provide daily, weekly, monthly, quarterly, semiannual, and annual metric, business, and management reports.
Support the Operations Manager with special tasks and projects.

We’re seeking a future team member for the role of:

Senior Specialist to join our Client Operations, Ginnie Mae Operations team. This role is in New York, NY

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

Direct Contact with clients for troubleshooting, correcting errors/exceptions and inquiries
Independently assist clients by responding to phone, email, and other inquiries regarding supported services
Provide daily Reconciliations as well as metrics. Reviews daily open items to ensure proper follow-up and closure
Meet all Service Level Agreements for daily deliverables
To successfully ensure all tasks and assigned projects deliverables are met
Prepare, Participate and Conduct requested Trainings – Internal and External

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

Bachelor's degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience preferred.
Preferred Customer Service experience
Excellent verbal and written skills
Excellent Communicator
Provides quality support to clients with routine transactions and processes daily. Under direct supervision, assist clients by responding to phone, email and other inquiries regarding company products, services and procedures.
Provides basic technical assistance to clients and assists in responding to straightforward client inquiries
Provide Daily, Weekly, Monthly, Quarterly, Semi and Annual Metric, Business and Management reporting
Support the Operations Manager on special tasks and projects

Base Salary Min: 59000

Base Salary Max: 124000

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1784

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