Associate, Client Service I - Remote

BNY; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

Join a leading global financial services company that empowers you to grow and succeed. In the Associate, Client Service I role, you will provide exceptional support to Wealth Management clients, assisting with electronic banking and ensuring a seamless experience. This remote position offers a chance to be part of an inclusive workplace recognized for innovation and excellence. With a focus on helping clients build and sustain their wealth, you will play a vital role in delivering outstanding service. If you are passionate about customer service and ready to make an impact, this opportunity is for you.

Benefits

Competitive Compensation

Generous Paid Leaves

Wellbeing Programs

Volunteer Time Off

Qualifications

• Customer service experience required, preferably in financial services.
• High school diploma required; bachelor’s degree preferred.

Responsibilities

• Support transactions related to Wealth Management electronic banking.
• Respond to emails from internal partners and assist clients.

Skills

Customer Service

Financial Services

Education

High School Diploma

Bachelor’s Degree

Job description

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Job Description

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, our 50,000+ employees bring their perspectives 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 ideas and talents, we help make money work for the world. This is what it’s all about.

As a leading wealth manager, BNY Wealth Management focuses on helping successful individuals and families build, manage, and sustain their wealth across generations and market cycles. Our services include five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — to help clients achieve stronger after-tax performance and maintain wealth over generations.

We’re seeking a future team member for our Associate, Client Service I role, which is remote-based at home.

Impact in this role includes:

• Supporting transactions and processes related to Wealth Management electronic banking and bankcard products, such as resetting passwords, providing deposit information, maintaining bankcards, handling fraud, assisting with navigation and website usage, and redirecting correspondence.
• Responding to and following up on emails from internal partners, providing information about electronic banking products, and reaching out to clients based on requests.
• Understanding and applying government, firm-wide, Wealth Management, and team-level fraud policies.
• Providing exceptional service to Wealth Management clients, assisting with website access, account understanding, and general support.

Qualifications for success:

• High school diploma or equivalent required; bachelor’s degree preferred.
• Customer service and/or financial services experience preferred.

Our awards include:

• 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 performer for sustainability, 2024
• Bloomberg’s Gender Equality Index, 2023

Benefits and rewards:

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a culture of excellence and pay-for-performance. We provide resources and tools to support your health, resilience, and financial goals, along with generous paid leaves, including volunteer time, to support you and your family in moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer — underrepresented racial and ethnic groups, females, individuals with disabilities, protected veterans.

Additional details:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Other