Associate, Client Service 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 II 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:
Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
Applies intermediate problem solving skills, experience and judgement to analyze information.
Uses communication skills to deliver high quality service to a specialized client base.
Provides clients information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
Leverages a good understanding of broader BNY services and offerings.
Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
Uses knowledge of client issues and needs to contribute to business development efforts.
Participates in internal activities and initiatives designed to improve the client experience.
Recommends process improvements.
May have people management responsibilities in some geographies. Provides guidance to less experienced team members.
Supports multiple, moderately complex client accounts.
To be successful in this role, we're seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
At BNY, our culture speaks for itself. Here's a few of our awards:
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
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.