Specialist, Client Service

Job Description

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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what 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 I to join our Planned Giving Administration team in BNY Wealth Management. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways:

• Responsible for various administrative duties related to charitable vehicles; maintain accurate records, update daily transactional data, and deliver client specific periodic reports.
• Support external clients in addressing operational and technical questions or issues and ensure requests are executed.
• Apply problem-solving skills based on precedence and experience, using communication skills to deliver high-quality service to non-profit organizations and charitable donors.
• Provide external clients with information related to BNY products and services representing a limited number of lines of business and geographies, directing them to appropriate resources as needed.
• Develop expertise in the administration of all types of charitable vehicles, including trusts, gift annuities, pooled income funds, and donor advised funds.
• Participates in internal activities and initiatives designed to improve client experience.
  
  

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0-3 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.
• Working knowledge of Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook.
• Demonstrates strong organizational and multitasking skills to manage concurrent requests, priorities, and deadlines.
• Strong communication skills with proven ability to work directly with clients.
• Ability to work both independently and collaboratively; proactively seek clarity and escalate appropriately.
• Desire and curiosity to acquire technical expertise and relationship management skills required to progress towards higher level tasks/responsibilities.s.
  
  

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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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 base salary for this position is expected to be between $52,000 and $62,000 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.