Specialist, Client Service II

BNY; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy and urgency.

You’ll support private bankers and clients through account openings, loan processing, and deposits, while maintaining strong relationships and ensuring compliance with AML/KYC standards and internal controls.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Experience providing client service or operational support in a financial services or wealth management environment.
• Strong written and verbal communication with clients, advisors, and internal colleagues.
• Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy and attention to detail.
• Knowledge of banking, deposits, lending, KYC/AML, and client servicing processes.

Responsibilities

• Deliver exceptional client service through phone, email, and direct communication.
• Own client service, cash movement, and operational requests end to end with same-day resolution whenever possible.
• Support private bankers and clients during account opening, loan processing, and deposit activity.
• Help maintain strong client relationships by proactively anticipating needs, escalating urgent issues, and coordinating with internal partners to complete work accurately and on time.
• Support risk management and control requirements by following Wealth Management policies, audit procedures, AML/KYC standards, and training requirements.
• Contribute to a strong team environment by sharing information, providing backup support, and assisting with cross‑regional needs when required.

Skills

Client service experience

Communication skills

Multitasking

Attention to detail

KYC/AML knowledge

Education

Bachelor’s degree or equivalent

Job description

Job Description

We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team.

Responsibilities

• Deliver exceptional service to internal and external clients through phone, email, and direct communication, while maintaining a professional and responsive tone.
• Own client service, maintenance, cash movement, and operational requests from end to end, ensuring same‑day response and resolution whenever possible.
• Support private bankers and clients throughout account opening, loan processing, deposit activity, KYC, and related servicing needs.
• Help maintain strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.
• Support risk management and control requirements by following Wealth Management policies, audit procedures, AML/KYC standards, and training requirements.
• Contribute to a strong team environment by sharing information, providing backup support, and assisting with cross‑regional needs when required.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Experience providing client service or operational support in a financial services or wealth management environment.
• Strong written and verbal communication skills with the ability to interact professionally with clients, advisors, and internal colleagues.
• Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy and attention to detail.
• Knowledge of banking, deposits, lending, KYC/AML, and client servicing processes preferred.

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 / Affimative Action Employer – Under‑represented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at‑will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.