Specialist, Client Service II

BNY Mellon • Boston, MA

1d • $52,000 - $93,000

About The Position

We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Experience providing client service or operational support in a financial services or wealth management environment.
• Strong written and verbal communication skills with the ability to interact professionally with clients, advisors, and internal colleagues.
• Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy and attention to detail.

Nice To Haves

• Knowledge of banking, deposits, lending, KYC/AML, and client servicing processes preferred.

Responsibilities

• Deliver exceptional service to internal and external clients through phone, email, and direct communication, while maintaining a professional and responsive tone.
• Own client service, maintenance, cash movement, and operational requests from end to end, ensuring same-day response and resolution whenever possible.
• Support private bankers and clients throughout account opening, loan processing, deposit activity, KYC, and related servicing needs.
• Help maintain strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.
• Support risk management and control requirements by following Wealth Management policies, audit procedures, AML/KYC standards, and training requirements.
• Contribute to a strong team environment by sharing information, providing backup support, and assisting with cross-regional needs when required.

Benefits

• Highly competitive compensation
• Benefits and wellbeing programs
• Access to flexible global resources and tools
• Generous paid leaves
• Paid volunteer time
• 401(k) plan
• Company-sponsored medical, dental, vision, and basic life insurance plans
• Various paid time off benefits, such as vacation and sick time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level