What are the responsibilities and job description for the Client Support Specialist (contract) position at BNY and Careers?
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
Job Summary:
This role supports both Broker Dealer (BD) side of the business with BNY. The position handles day-to-day client inquiries and escalations, providing guidance, coaching, and resolution across brokerage-related workflows. This role is ideal for a finance professional who can operate quickly, learn autonomously, and navigate complex client needs.
Key Responsibilities:
- Broker Dealer Client Support: Serve as the main point of contact for Broker Dealer clients, handling daily inquiries, issue resolution, and escalations.
- Client Coaching & Guidance: Coach clients who have varying levels of system access, advising on next steps and directing them to appropriate internal partners when needed.
- Issue Ownership & Escalation: Own requests end-to-end, ensuring timely follow-up, proper escalation, and clear communication.
- Cross-Functional Coordination: Act as a connector across internal teams to drive resolution for both BD and RIA client needs.
Qualifications:
- 1–3 years of experience in Finance or the Brokerage industry
- Experience supporting Broker Dealer clients or working in brokerage operations
- Strong organizational and problem-solving skills
- Ability to manage multiple client inquiries and escalations
- Clear, professional communication skills
Preferred Experience:
- Exposure to both Broker Dealer
- Ability to work autonomously and self-direct learning
- Comfort operating as a “jack of all trades” across processes and systems
Why Join Us:
This role offers broad exposure across both Broker Dealer support within a dynamic brokerage environment. With a heavier focus on Broker Dealer interactions, the position provides meaningful responsibility, autonomy, and opportunities to deepen brokerage expertise. Ideal for candidates seeking variety, growth, and hands-on client engagement.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Pay Rate Range
23.24 - 29.06 USD hourly
Additional Notes
Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information
Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.
Salary : $23 - $29