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Associate, Client Service I

2 months ago

Palo Alto, United States BNY Mellon Full time

Overview

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds 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.

Were seeking a future team member for the role of Associate, Client Service to join our Wealth Management team. This role is located in San Francisco or Palo Alto, CA and is eligible for a hybrid work arrangement.

In this role, you'll make an impact in the following ways:

  • Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
  • Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities.
  • Produce client-facing investment reports and portfolio materials for review meetings
  • Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
  • Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
  • Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources
  • Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations

To be successful in this role, we're seeking the following:

  • 0-3 years of work experience, preferably in a client facing role at an asset management firm, investment management firm, wealth management firm/department or registered investment advisor
  • Experience in an operational area and/or client services preferred
  • Discreet in handling sensitive and confidential information
  • Advanced level proficiency with Microsoft Excel
  • Bachelors degree or the equivalent combination of education and experience is required

At BNY, our culture speaks for itself. Heres a few of our awards:

  • Americas Most Innovative Companies, Fortune, 2024
  • Worlds 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
  • Bloombergs 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 lifes 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,300 and $90,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.


This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

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.