Associate, Client Service Management II

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company, we touch nearly 20% of the world’s investible assets. Every day, our 50,000+ employees bring the power of their perspective to create solutions 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.

We’re seeking a future team member for the role of Associate, Client Service Management to join our Wealth Services Client Service team. This role is located in Lake Mary, FL.

• Participate in the end-to-end client service delivery model and reports on client satisfaction.
• Participate in issue resolution of moderately complex day‑to‑day issues and engage internal partners as needed.
• Collect data on the execution of service commitments.
• Build an understanding of clients’ business.
• Serve as a project member on projects to help clients streamline their operating model across our franchise.
• Engage in a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners.
• May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Client Service experience preferred.
• Financial Services experience preferred.
• Retirement account expertise preferred.
• Strong analytical and communication skills.
• 3–5 years of total work experience preferred.

• America’s Most Innovative Companies, Fortune, 2024
• World’s 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
• Bloomberg’s Gender Equality Index (GEI), 2023

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 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, including paid volunteer time, that can support you and your family through moments that matter.

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

The base salary for this position is expected to be between $52,000 and $83,000 per year at the commencement of employment. However, the base salary if hired will be determined on an individualized basis, depending on experience and market location. This is only part of the total compensation package, which 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 (and any other discretionary payment or compensation) at any time, including for reasons related to individual performance, changes in geographic location, company or individual department/team performance, and market factors.