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Specialist, Client Service Management I - Wealth… at BNY · Lake Mary
Job Description
Specialist, Client Service Management I - Wealth Services Ops
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, 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 Management I - Wealth Services Ops to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Serve as a point of contact to clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.
- Ensure good client relations are maintained and inquiries are researched and resolved efficiently.
- Participate in the end-to-end client service delivery model and report on client satisfaction.
- Engage in issue resolution of day-to-day issues and collaborate with internal partners on more complex matters.
- Collect data on the execution of service commitments and build understanding of clients’ business.
- Serve as a project member on initiatives to help clients streamline their operating model across our franchise.
- Build relationships with business partners and support client service or sales activities, including assisting in the creation of RFPs, KPIs, or client documents by providing required data.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience.
- 2-3 years of total work experience preferred.
- Experience in an operational area and/or client services preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.