Associate, Client Service Management II

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.   We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.   We’re seeking a future team member for the role of Associate, Client Service Management 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: 

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.

Bachelor’s degree or the equivalent combination of education and experience is required

Client Service experience preferred 

Financial Services experience preferred

Retirement account expertise preferred

Strong analytical and communication skills

3-5 years of total work experience preferred

America’s Most Innovative Companies, Fortune, 2024

World’s Most Admired Companies, Fortune 2024

Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024

Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024

“Most Just Companies”, Just Capital and CNBC, 2024

Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024

Bloomberg’s Gender Equality Index (GEI), 2023

To be successful in this role, we’re seeking the following:    At BNY, our culture speaks for itself. Here’s a few of our awards:    Our Benefits and Rewards: 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.    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.