Senior Associate, Client Service
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.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We're seeking future team member for ourSenior Associate, Client Service role located inPittsburgh, PA.Hybrid work available.
In this role, you'll make an impact in the following ways:
Works with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY.
Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
Applies advanced problem-solving skills, judgement, and experience to analyze information.
Uses developed communication skills to deliver high quality service to a specialized client base.
Provides individuals at assigned clients information related to BNYs products and services representing an array of lines of business and geographies and leverages an in-depth understanding of broader BNY services and offerings.
Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY.
Resolves complex or non-routine client issues or inquires, as needed.
Assists clients with monetary and non-monetary banking transaction requests.
Uses in-depth knowledge of client issues and needs to contribute to business development efforts.
Uses understanding of BNY products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience.
Helps develop process improvements.
No direct reports. Provides guidance to less experienced team members.
Supports multiple, complex client accounts with periodic direct client contact.
To be successful in this role, we're seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
Series 7 and 63 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.