Associate, Client Service Management I

BNY Mellon • Lake Mary, FL

77d

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 Services Client Service team. This role is located in Lake Mary, FL.
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
• 2-3 years of total work experience preferred
• Client Service experience preferred
• Financial Services experience preferred
• Retirement account expertise preferred
• Strong analytical and communication skills
• The ideal person should be well organized, as you will be client facing, providing excellent client service through professionalism, and personable traits of extraverted/outgoing, with a driven mentality.
• Problem solving, and motivated.

Responsibilities

• Participate in the end-to-end client service delivery model and reports on client satisfaction.
• Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
• Collect data on the execution of service commitments.
• Build their understanding of clients’ business.
• Serve as a project member on projects to help clients streamline their operating model across our franchise.
• Engage in a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners.
• May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required 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
• Number of Employees: 5,001-10,000 employees