Specialist, Client Service Management at BNY

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Sep, 26

Salary

95000.0

Posted On

26 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Account Administration, KYC Standards, Transaction Processing, Salesforce, DocuSign, Risk and Compliance, Process Improvement, Market Research, Event Coordination

Industry

Financial Services

Description

We’re seeking a future team member for the role of Specialist, Client Service Management I to join our Client Services team. This role is located in Los Angeles. In this role, you’ll make an impact in the following ways: * Serve as the point of contact with clients for moderately complex issues, providing timely and effective resolutions to ensure client satisfaction and operational continuity, leveraging key internal partners when necessary. * Partner with Wealth Advisors and Associates in relationship management efforts by preparing client presentations and maintaining good client relations through efficient and accurate client service. * Coordinate and support business development activities including event coordination, marketing materials, and market research to drive growth. * Lead and coordinate account administration activities, including account onboarding, account maintenance, and Know Your Customer (KYC) standards. * Coordinate and execute money and asset movements, including transaction processing (disbursements and deposits). * Utilize core applications and technology platforms (such as Salesforce, DocuSign, and more) as a power user to support client servicing needs and maintain client records. * Drive risk and compliance standards by ensuring adherence to policies and regulatory requirements. * Drive continuous process improvements by engaging in regional or firm wide projects aimed at enhancing client experience and operational efficiency 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. 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. At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] 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. BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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Responsibilities

Serve as the primary point of contact for clients to resolve complex issues and support Wealth Advisors in relationship management. Lead account administration, including onboarding, KYC compliance, and the execution of asset movements.