Associate, Client Service Management II
Company: BNY
Location: Lake Mary
Posted on: March 1, 2026
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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 preferred Client Service experience
preferred Financial Services experience preferred Retirement
account expertise preferred 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 ethnic groups/Females/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.
Keywords: BNY, Pinellas Park , Associate, Client Service Management II, Executive , Lake Mary, Florida
