What are the responsibilities and job description for the Associate, Client Service I position at BNY External Career Site?
Associate, Client Service I
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. This role can be located in West Palm Beach, FL or Tampa, FL.
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
- 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 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 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.
- Supports a selected number of client accounts of limited complexity.
To be successful in this role, we’re seeking the following:
- Bachelor’s 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, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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 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.