Job DescriptionAs a key member of the Client Service team, this role supports relationship management and day-to-day client servicing for a diverse client base, including institutional and retail clients. The individual in this role will help deliver a high-quality client experience by coordinating account onboarding, servicing, change activity, and offboarding processes, while partnering closely with internal teams to meet client needs and timelines.
This is a dynamic role requiring strong organizational, communication, and problem-solving skills. The successful candidate will be able to work independently, contribute effectively as part of a team, and identify opportunities to enhance processes, improve efficiency, and support a strong control environment.
Key Responsibilities
- Project manage account onboarding, client change activity, and offboarding in partnership with clients and internal teams to meet agreed timelines and expectations.
- Provide day-to-day service for a designated client base, including cash flow processing, account changes, custodial changes, new instrument setup, and client communications.
- Serve as a point of contact for clients on account-related matters and coordinate internally to support timely responses and issue resolution.
- Coordinate and complete ad hoc reporting, periodic client and consultant due diligence questionnaires, and annual audit requests within required deadlines.
- Complete ongoing KYC/AML reviews.
- Participate in and/or lead committee and ad hoc meetings as required.
- Maintain accurate client information and account records in Salesforce throughout the client lifecycle.
- File and organize client documentation within central recordkeeping locations.
- Support client meeting preparation and attend meetings as needed.
- Execute work in line with established team procedures and proactively recommend enhancements and process improvements.
- Demonstrate risk awareness and support an appropriate control framework across client servicing activities.
- Develop a detailed understanding of clients and the environment in which solutions are delivered.
- Support ad hoc projects, including coordination with other areas of the firm where needed.
Required Qualifications
- Bachelor's degree or equivalent combination of education and experience required.
- 3-5 years of experience in the investment management industry.
- Strong verbal and written communication skills.
- Strong organizational skills with the ability to prioritize and manage multiple activities in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Attention to detail and ability to work effectively under pressure and to tight deadlines.
- Proficiency in Microsoft Office applications.
Preferred Qualifications and Skills
- Experience supporting institutional and/or retail clients.
- Experience with client onboarding, servicing, and account maintenance processes.
- Familiarity with KYC/AML review requirements.
- Series 7 and 63 licenses preferred.
- Experience using Salesforce or similar CRM platforms.
- Confident, credible, and effective in meetings and discussions.
- Proactive, collaborative, and team-focused approach.
- Ability to work independently while maintaining strong partnership across teams.
- Demonstrated ownership and accountability for deliverables and outcomes.
- High energy, self-motivation, and a focus on continuous improvement.
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 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.
