Associate, Client Service Representative I

BNY External Career SitePittsburgh, PA
10h

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 Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways:

Requirements

  • Bachelor’s degree preferred.
  • 3-5 years of total work experience preferred.
  • Experience in financial services preferred.
  • Experience in Investment Management preferred

Responsibilities

  • Completes daily work for the team and serves as the subject matter expert for transactions and processes.
  • Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.
  • Suggest and implement process improvements.
  • Helps develop and support the achievement of team objectives.
  • Functions in a fraud prevention role by reviewing disbursement tasks for red flags.
  • Understand, enforce, and communicate internal policies and procedures with front office colleagues.
  • Use excellent client service skills to provide best-in-class interactions for our clients.

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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