Question
FULL_TIME
2-5

Associate, Client Service Management II

1/5/2026

The Associate will participate in the end-to-end client service delivery model and assist in issue resolution. They will also engage in continuous service improvement and build relationships with business partners.

Salary

52000 - 83000 USD

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

No

About The Company
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For more than 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere. Follow BNY on Instagram & X: @BNYglobal
About the Role
Associate, Client Service Management II

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

We’re seeking a future team member for the role of Associate, Client Service Management II to join our Wealth Services Client Service team. This role is located in Lake Mary, FL and Jersey City, NJ.
 
In this role, you’ll make an impact in the following ways: 
  • Participate in the end-to-end client service delivery model and reports on client satisfaction.
  • Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
  • Collect data on the execution of service commitments.
  • Build their understanding of clients’ business.
  • Serve as a project member on projects to help clients streamline their operating model across our franchise.
  • Engage in a culture of continuous service improvement, including digital adoption.
  • Build relationships with business partners.
  • May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.
To be successful in this role, we’re seeking the following: 
  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 3-5 years of total work experience preferred
  • Client Service experience preferred 
  • Financial Services experience preferred
  • Retirement account expertise preferred
  • Strong analytical and communication skills
  • The ideal person should be well organized, as you will be client facing, providing excellent client service through professionalism, and personable traits of extraverted/outgoing, with a driven mentality. 
  • Problem solving, and motivated.

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

BNY Newsroom

BNY LinkedIn 

Here’s a few of our recent awards: 

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

Our Benefits and Rewards:

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 $83,000 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.

Key Skills
Client ServiceAnalytical SkillsCommunication SkillsProblem SolvingOrganizational SkillsFinancial ServicesRetirement Account Expertise
Categories
Finance & AccountingCustomer Service & SupportManagement & Leadership
Benefits
Health InsurancePaid LeavesVolunteer TimeWellbeing Programs
Apply Now

Please let BNY know you found this job on InterviewPal. This helps us grow!

Apply Now
Prepare for Your Interview

We scan and aggregate real interview questions reported by candidates across thousands of companies. This role already has a tailored question set waiting for you.

Elevate your application

Generate a resume, cover letter, or prepare with our AI mock interviewer tailored to this job's requirements.