Associate, Client Service Management

Job Description

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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is all about it. Join us and be part of something extraordinary.

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

• Serve as a primary point of contact for clients to resolve day‑to‑day issues and direct them to appropriate resources within BNY.
• Maintain strong client relationships by efficiently researching and resolving inquiries.
• Participate in the end‑to‑end client service delivery model and report on client satisfaction metrics.
• Collaborate with internal partners to resolve complex client issues and support continuous improvement initiatives.
• Collect and analyze data related to service commitments to ensure quality delivery.
• Develop a deep understanding of clients’ business operations to better support their needs.
• Contribute as a project team member on initiatives aimed at streamlining client operating models across our franchise.
• Build and maintain effective relationships with business partners to enhance service delivery.
  
  Support client service and sales activities, including assisting with the preparation of RFPs, KPIs, and client documentation by providing accurate data.

• Bachelor’s degree or equivalent combination of education and experience.
• 2‑3 years of relevant work experience, preferably in an operational or client service environment.
• Strong problem‑solving skills with the ability to manage multiple client issues simultaneously.
• Excellent communication and interpersonal skills to build and maintain client and internal relationships.

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $85,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long‑term incentive packages, and Company‑sponsored benefit programs.

This position is at‑will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.