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Client Service Associate

4 months ago

Lake Mary, United States BNY Mellon Full time
Client Service Associate 

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 over 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. 

We’re seeking a future team member for the role of Client Service Associate to join our Wealth Solutions team. Client Service Associates work with external clients to resolve issues and inquiries requiring specific knowledge and skill sets. This role is hybrid.

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

  • Ensuring requests are executed or questions resolved, including coordination with required operations 
  • Applying problem solving skills and uses communication skills to deliver high quality service to clients and escalating non-routine or complex issues, as needed
  • Keeping abreast of key contacts, processes, and business developments in relevant operations groups by attending group meetings and trainings, keeping abreast of communications, and understanding changes to processes
  • Participating in consistent processes, tools, and platforms to manage calls and cases
  • Participating in internal activities and initiatives designed to improve the client experience

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

  • Bachelors degree or the equivalent combination of education and experience is required
  • 3-7 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.

#LI-Hybrid


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.

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