What are the responsibilities and job description for the Client Services Associate position at BNY Mellon?
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Job Summary:
This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business. The position focuses on assisting clients with brokerage account services, fund transfers, and account maintenance while delivering high-quality service via phone and email. The team is onsite at 300 Building, Lake Mary, FL.
Key Responsibilities:
• RIA Client Support: Assist Registered Investment Advisory (RIA) clients with opening new brokerage accounts, processing fund transfers, and maintaining brokerage accounts.
• Client Communications: Handle inbound phone calls and email inquiries from existing clients, often resolving complex requests over multiple days.
• Account & Platform Navigation: Guide clients through brokerage platforms and web tools, ensuring accurate and complete resolution of inquiries.
• Case Management: Manage multiple open client requests simultaneously, maintaining organization, follow-up, and documentation.
• Relationship Management: Provide professional, calm, and thorough service while building trust with long-term clients.
Qualifications:
• Working background or education in Financial Services (brokerage securities or retail banking preferred)
• Proven ability to analyze and work through complex data or scenarios
• Strong organizational skills with the ability to manage multiple tasks
• Comfortable handling a high volume of phone calls and email communications
• Proficiency with Microsoft tools
Preferred Experience:
• Brokerage securities industry experience
• Experience supporting Independent RIA firms
• Working knowledge of new account opening and account transfers
• Experience in retail or trust banking environments
Why Join Us:
This role offers the opportunity to join a client-facing team supporting one of the fastest-growing areas of the business over the past 25 years. You’ll receive structured onboarding, daily team touchpoints, and hands-on training through shadowing experienced associates. Training lasts approximately two weeks, with full ramp-up expected within 3–4 weeks.
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America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Salary : $25 - $31