Associate, Client Service I

BNY Mellon • Philadelphia, PA

3h

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 I to join our Wealth Management team. This role can be based in either Philadelphia, PA or Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 0-3 years of total work experience preferred.
• Experience in an operational area and/or client services is preferred.
• Ability to communicate clearly and effectively with clients and internal teams.

Responsibilities

• Work directly with external clients to resolve day-to-day issues and guide them to the appropriate resources within BNY.
• Support clients by addressing operational and technical questions or issues, ensuring timely and accurate execution of requests.
• Apply problem-solving skills using precedence and experience to deliver high-quality service to a specialized client base.
• Provide clients with information about BNY products and services across a limited number of lines of business and geographies, directing them to the right resources as needed.
• Monitor client inquiries and escalate non-routine or complex issues to the appropriate team members.
• Track and document general client issues and needs to support business development efforts.
• Participate in internal initiatives aimed at improving the overall client experience.

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