Ewminds Consulting Services
The Client Service Specialist supports the delivery of high-quality client service for BNY Archer Managed Account Services, serving retail Separately Managed Account (SMA) managers, multi-channel managers, and other managed account program sponsors. This role acts as a key liaison between Operations and Client Service teams, helping monitor client requests, coordinate follow-up activities, and resolve servicing inquiries. The position serves as an escalation point for operational teams but is primarily focused on internal coordination rather than direct client ownership.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ewminds Consulting Services.
Ewminds Consulting Services didn’t post a salary, so this is our estimate from similar listings.
Specialist I, Separately Managed Accounts
SEI
Client Account Specialist
JPMorganChase
SMA Data Oversight and Business Enablement Specialist
Neuberger Berman
Analyst/Associate, Portfolio Manager
BlackRock
Product Specialist – Separately Managed Accounts
Capital Group
US Wealth Advisory SMA Specialist, Associate/VP
BlackRock