Specialist, Client Service Management I - Wealth Services Ops

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 worlds 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.

Were 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, youll 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, were seeking the following:

• Bachelors 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:

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Heres a few of our recent awards:

• Americas Most Innovative Companies, Fortune, 2025
• Worlds 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 lifes 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 base salary for this position is expected to be between $52,000 and $65,200 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.