Associate, Client Service Management I

BNY Mellon

1d • $52,000 - $85,000

About The Position

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. We’re seeking a future team member for the role of Associate, Client Service Management I to join our Wealth Management team. This role is located in Boston, MA. In this role, you’ll make an impact in the following ways: Serve as a primary point of contact for clients to resolve day-to-day issues and direct them to appropriate resources within BNY. Maintain strong client relationships by efficiently researching and resolving inquiries. Participate in the end-to-end client service delivery model and report on client satisfaction metrics. Collaborate with internal partners to resolve complex client issues and support continuous improvement initiatives. Collect and analyze data related to service commitments to ensure quality delivery. Develop a deep understanding of clients’ business operations to better support their needs. Contribute as a project team member on initiatives aimed at streamlining client operating models across our franchise. Build and maintain effective relationships with business partners to enhance service delivery. Support client service and sales activities, including assisting with the preparation of RFPs, KPIs, and client documentation by providing accurate data.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 2-3 years of relevant work experience, preferably in an operational or client service environment.
• Strong problem-solving skills with the ability to manage multiple client issues simultaneously.
• Excellent communication and interpersonal skills to build and maintain client and internal relationships.

Responsibilities

• Serve as a primary point of contact for clients to resolve day-to-day issues and direct them to appropriate resources within BNY.
• Maintain strong client relationships by efficiently researching and resolving inquiries.
• Participate in the end-to-end client service delivery model and report on client satisfaction metrics.
• Collaborate with internal partners to resolve complex client issues and support continuous improvement initiatives.
• Collect and analyze data related to service commitments to ensure quality delivery.
• Develop a deep understanding of clients’ business operations to better support their needs.
• Contribute as a project team member on initiatives aimed at streamlining client operating models across our franchise.
• Build and maintain effective relationships with business partners to enhance service delivery.
• Support client service and sales activities, including assisting with the preparation of RFPs, KPIs, and client documentation by providing accurate data.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level