Wealth Management Client Services Associate | Rapid Response

BNY Mellon; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication, ensuring a professional and responsive experience.

You will own client service, cash movement, and operational requests end-to-end, support private bankers during account openings, KYC, and related servicing, and help sustain strong client relationships through proactive communication and cross-team collaboration.

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.

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.

Skills

Communication skills

Customer service

Attention to detail

Education

Bachelor's degree

Job description

BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication, ensuring a professional and responsive experience.

You will own client service, cash movement, and operational requests end-to-end, support private bankers during account openings, KYC, and related servicing, and help sustain strong client relationships through proactive communication and cross-team collaboration.