Associate, Client Service Management II

BNY • Lake Mary, FL

1d

About The Position

Associate, Client Service Management II
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 II to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.

Responsibilities

• Serve as a point of contact to clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
• Participate in the end-to-end client service delivery model and report on client satisfaction.
• Serve as a project member on initiatives to help clients streamline their operating model across our franchise and engage in continuous service improvement, including digital adoption.
• Build relationships with business partners and support client service or sales activities, 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: Mid Level