Associate, Client Service I
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 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 #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 Services I to join our Wealth Management team. This role is located in Los Angeles, CA. In this role, you'll make an impact in the following ways:
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required.
- 0-3 years of total work experience preferred.
- Ability to leverage a general understanding of broader BNY services and offerings.
- No direct people leadership responsibilities.
Nice To Haves
- Experience in an operational area and/or client services preferred.
Responsibilities
- Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY.
- Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
- Support onboarding of new clients and facilitate smooth transitions.
- Assist with account setup, maintenance, and transaction processing.
- Collaborate with advisors and internal teams to deliver high quality service to a specialized client base.
- Provide clients with information related to BNY products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
- Monitors client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed.
- Ensure accuracy, ownership, organization, and prioritization in all tasks related to general client issues and needs to support business development efforts.
- Identify opportunities to enhance client service and contribute to process improvements.
- Adhere to BNY's policies, procedures, and compliance requirements.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
