Wealth Management Client Services Specialist

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

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.