Associate, Client Service II

Reference #: 69003At 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 and champions of inclusion, 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.As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.We're seeking a future team member for the role of Associate Client Service II to join our Wealth Management team. This role is located in Pittsburgh, this role, you'll make an impact in the following ways:Completes daily work for the team and serves as the subject matter expert for the most complex transactions and processes.Provides assistance for the most complex issues that have been escalated by junior team members and guides junior team members towards solutions.Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.Monitors team efficiency and develops and implements process improvements.Helps develop and supports the achievement of team objectives.Functions in a fraud prevention role by reviewing disbursement tasks for red flagsUnderstands, enforces, and communicates internal policies and procedures with front office colleaguesUses excellent client service skills to provide best-in-class interactions for our clientsTo be successful in this role, we're seeking the following:Bachelor's degree preferred.5-7 years of total work experience preferred.Experience in financial services preferred.Experience in Investment Management preferredAt BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedInHere's a few of our recent awards:America's Most Innovative Companies, Fortune, 2025World's Most Admired Companies, Fortune 2025

Created: 2025-10-04