Specialist, Client Service II

BNY; Boston (MA); On-site; USD 58,000 - 78,000; Full time

Job summary

BNY in Boston seeks a Client Service Associate to join Wealth Management, Private Bank. You will manage client inquiries via phone, email, and direct contact, delivering timely, professional service and supporting account opening, deposits, and servicing.

You will work with private bankers, handle cash movements, KYC, and maintain strong client relationships while ensuring adherence to AML/KYC policies and risk controls.

Qualifications

• Experience providing client service or operational support in financial services or wealth management.
• Strong written and verbal communication skills with professional client interaction.
• Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy.

Responsibilities

• Deliver exceptional service to clients via phone, email, and direct communication.
• Own client service, maintenance, cash movement, and operational requests end-to-end with same-day resolution when possible.
• Support private bankers and clients through account opening, loan processing, deposits, and KYC servicing needs.
• Help maintain strong client relationships by anticipating needs, escalating urgent issues, and coordinating with internal partners.

Skills

Client service

Communication skills

Multitasking

KYC/AML knowledge

Financial services experience

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. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways:

• 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.

To be successful in this role, we’re seeking the following:

• 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.

About Us

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.

About The Team

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 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.