Client Service Manager II - Wealth Services

Job Description Associate, Client Service Management II 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Client Service Management II to join our Wealth Services Client Service team. This role is located in Lake Mary, FL and Jersey City, NJ . In this role, you’ll make an impact in the following ways: Participate in the end-to-end client service delivery model and reports on client satisfaction. Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed. Collect data on the execution of service commitments. Build their understanding of clients’ business. Serve as a project member on projects to help clients streamline their operating model across our franchise. Engage in a culture of continuous service improvement, including digital adoption. Build relationships with business partners. May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data. To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required. 3-5 years of total work experience . Client Service experience . Financial Services experience . Mutual Funds, Alternative Investments and Annuity expertise . Strong analytical and communication skills. The ideal person should be well organized, as you will be client facing, providing excellent client service through professionalism, and personable traits of extraverted/outgoing, with a driven mentality. Problem solving, and motivated. 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 groups//Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $83,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. #J-18808-Ljbffr Energy Jobline ZR