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Associate, Client Service I

4 months ago

Greenwich, United States BNY Mellon Full time
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon 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 a future team member for the role of Associate, Client Service I to join our Wealth Management team. This role is located in Greenwich, CT.

In this role, you'll make an impact in the following ways:
  • Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.
  • Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
  • Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base.
  • Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
  • Leverages a general understanding of broader BNY Mellon services and offerings.
  • Monitors client inquiries and escalates non-routine or complex issues to the appropriate team member, as needed.
  • Tracks information related to general client issues and needs to support business development efforts.
  • Participates in internal activities and initiatives designed to improve the client experience.
  • No direct reports.
  • Supports a selected number of client accounts of limited complexity.

To be successful in this role, we're seeking the following:
  • Bachelors degree or the equivalent combination of education and experience is required.
  • 0-3 years of total work experience preferred.
  • Experience in an operational area and/or client services preferred.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion, Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

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

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.