What are the responsibilities and job description for the Associate, Client Service II position at BNY?
Note: This is a pipeline requisition and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential Client Service openings based upon your background and disclosed work preference.
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.
We’re seeking a future team member for the role of Associate, Client Service join our Treasury Services Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication
- Responsible for meeting productivity targets set forth acting as a L1 immediate support, response/resolution
- Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention
- Utilize speak-up culture to provide inputs in the Transformation agenda for Global Client Service
- Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements
- Standard BNY BK Learnings (mandatory & required) completed by appropriate deadlines
- Develop a firm understanding of all BNY standards (policies/procedures) & Client Service tools/systems required
- Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience (Banking/Financial) is preferable
- 3-5 years of total work experience preferred; experience in an operational area and/or client services desirable
- Self-motivated with client focus centricity
- Strong communication skills; written, verbal and effective listening skills
- Ability to be cross-fungible and multitask under pressure
- Able to adapt to changing environment and business needs
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
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.