Associate, Client Service Management II
BNYFlorida, United States
Posted September 17, 2025
Full Time
About the Company
BNY is a leading global financial services company offering comprehensive solutions in investment management, wealth technology, and corporate trust. With expertise spanning from managing to moving and safeguarding money, BNY serves over 90% of Fortune 100 companies and top banks worldwide. Our 240-year legacy is built on partnering with clients to create innovative financial solutions that benefit businesses, communities, and individuals globally.
Job Description
BNY is a leading global financial services company seeking an Associate, Client Service Management to join their Wealth Services Client Service team in Lake Mary, FL. The role involves client service delivery, issue resolution, data collection, building client relationships, and project involvement to improve service operations and client satisfaction. The company emphasizes a collaborative, innovative, and inclusive culture.
Requirements
- Bachelor’s degree or equivalent experience
- 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
Benefits
- Flexible global resources and tools
- Health and wellness programs
- Generous paid leaves