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Wealth Management Client Service Associate

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: BNY
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy and urgency.

You’ll support private bankers and clients through account openings, loan processing, and deposits, while maintaining strong relationships and ensuring compliance with AML/KYC standards and internal controls.

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Position Requirements
10+ Years work experience
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