Associate, Operations Client Service Representative

Overview

Associate, Operations Client Service Representative

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 what is all about. Join us and be part of something extraordinary.

The role
This section describes a future team member for the role of Associate, Operations Client Service Representative to join our Wealth Services Operations team. This role is based in Manchester. BNY’s Wealth Services platform is a dynamic, next-generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at scale.

• Independently assist clients by responding to complex phone, email, and other inquiries regarding company products, services, and procedures.
• Provide clear, empathetic guidance on product features and technical assistance for issues escalated by teammates, resolving the most complex cases.
• Research and resolve operational or client issues end-to-end; identify trends and propose data-driven solutions to prevent recurrence.
• Collaborate across teams to share status updates on problem resolution and outstanding issues; direct inquiries to the right resources at BNY.
• Contribute to continuous improvement by suggesting ideas that enhance efficiency, client experience, and risk controls; support implementation of process changes.

• Experience in financial services operations, wealth operations, or client service.
• Confidence working with client inquiries, operational processes, and issue resolution in a fast-paced environment.
• Strong communication skills with a client-obsessed mindset; able to explain complex topics in simple, inclusive language.
• Curiosity and problem-solving skills with the ability to analyze trends and recommend improvements.
• Comfort with digital tools and learning new systems quickly; attention to detail and ownership mindset.

• High school/secondary school or equivalent experience required;
  Bachelor’s degree welcomed but not mandatory.
• Several years of total work experience helpful; we value diverse paths and transferable skills.
• If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.

At BNY, our culture speaks for itself. Check out the latest BNY news at:

• BNY Newsroom
• BNY Linked In

• 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.