Job Description

We’re seeking a future team member for the role of Specialist, Client Service Management II to join our Client Services team. This role is located in Los Angeles or Newport Beach, CA.

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.

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 base salary for this position is expected to be between $52,000 and $95,000 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 salary (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.

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.