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BNY

Safeguards and moves assets for investors

Client Service Specialist 2 - Client Service Management

Customer SupportConfirmed live in the last 24 hours
Full-timeLake Mary, FL, USA$52k - $73kIn-person

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and experience is required.
  • Three to five years of total work experience is preferred.
  • Experience in an operational area and/or client services is preferred.

Responsibilities

  • Serve as a point of contact for clients, resolving moderately complex day-to-day issues and directing clients to appropriate resources at BNY.
  • Maintain good client relations and research and resolve inquiries efficiently.
  • Participate in the end-to-end client service delivery model and report on client satisfaction.
  • Participate in resolving moderately complex day-to-day issues and engage internal partners as needed.
  • Collect data on the execution of service commitments.
  • Build an understanding of the client's business.
  • Serve as a project member on projects that help clients streamline their operating model across the franchise.
  • Engage in continuous service improvement, including digital adoption.
  • Build relationships with business partners.
  • Engage in client-service or sales-support activities, including assisting in the creation of requests for proposals, key performance indicators, or client documents by providing required data.

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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