Associate, Client Service Management I

BNY Mellon • Boston, MA

3h • $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:

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