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Client service associate
BNY Mellon
BNY Mellon Greenwich, CT
$64k-83k (estimate)
Full Time | Banking Just Posted
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BNY Mellon is Hiring a Client service associate Near Greenwich, CT

Overview

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 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.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.

Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.

S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. This role is located in Greenwich, CT.

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 Mellon.
  • 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 Mellon 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 Mellon 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.
  • No direct reports.
  • Supports a selected number of client accounts of limited complexity.

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

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

Employer Description :

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle.

BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets.

BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world.

Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets.

It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart.

Make your mark : bnymellon.com / careers.

EEO Statement :

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.

Last updated : 2024-05-01

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$64k-83k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

08/01/2024

WEBSITE

bnymellon.com

HEADQUARTERS

DALLAS, TX

SIZE

15,000 - 50,000

FOUNDED

1784

REVENUE

$10B - $50B

INDUSTRY

Banking

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The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

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Provided daily financial transaction services for clients while delivering excellent customer care.

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Understand Clients' business to predict their needs and provide appropriate solutions.

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Processes and follows up on client documentation for proper maintenance of accounts.

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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

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Develop an ability to communicate effectively with clients, managers and other associates.

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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

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Step 3: View the best colleges and universities for Client Service Associate.

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