Associate, Client Service II
: Job Details :


Associate, Client Service II

BNY Mellon

Location: Boston,MA, USA

Date: 2024-09-28T06:39:06Z

Job Description:

Associate, Client Service II

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

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'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 judgment 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:

  • Bachelor's 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.
  • BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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