Associate, Client Service I
About the position
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients 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. 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 to join our Wealth Management team. This role is located in San Francisco or Palo Alto, CA and is eligible for a hybrid work arrangement. In this role, you'll make an impact in the following ways: Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships. Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities. Produce client-facing investment reports and portfolio materials for review meetings. Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed. Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools. Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources. Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations.
Responsibilities
Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
,
Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities
,
Produce client-facing investment reports and portfolio materials for review meetings
,
Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
,
Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
,
Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources
,
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations
Requirements
0-3 years of work experience, preferably in a client facing role at an asset management firm, investment management firm, wealth management firm/department or registered investment advisor
,
Experience in an operational area and/or client services preferred
,
Discreet in handling sensitive and confidential information
,
Advanced level proficiency with Microsoft Excel
,
Bachelors degree or the equivalent combination of education and experience is required
Nice-to-haves
Benefits
Highly competitive compensation
,
Generous paid leaves, including paid volunteer time
,
Access to flexible global resources and tools for personal health and financial goals
,
Commission earnings, discretionary bonuses, short and long-term incentive packages
,
Company-sponsored benefit programs
Apply Now
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients 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. 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 to join our Wealth Management team. This role is located in San Francisco or Palo Alto, CA and is eligible for a hybrid work arrangement. In this role, you'll make an impact in the following ways: Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships. Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities. Produce client-facing investment reports and portfolio materials for review meetings. Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed. Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools. Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources. Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations.
Responsibilities
Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
,
Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities
,
Produce client-facing investment reports and portfolio materials for review meetings
,
Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
,
Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
,
Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources
,
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations
Requirements
0-3 years of work experience, preferably in a client facing role at an asset management firm, investment management firm, wealth management firm/department or registered investment advisor
,
Experience in an operational area and/or client services preferred
,
Discreet in handling sensitive and confidential information
,
Advanced level proficiency with Microsoft Excel
,
Bachelors degree or the equivalent combination of education and experience is required
Nice-to-haves
Benefits
Highly competitive compensation
,
Generous paid leaves, including paid volunteer time
,
Access to flexible global resources and tools for personal health and financial goals
,
Commission earnings, discretionary bonuses, short and long-term incentive packages
,
Company-sponsored benefit programs
Apply Now