Associate, Client Service I

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Mellon 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 to join our Wealth Management team. This role is located in San Francisco or Palo Alto, CA and is eligible for a hybrid work arrangement.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities.
Produce client-facing investment reports and portfolio materials for review meetings
Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

0-3 years of work experience, preferably in a client facing role at an asset management firm, investment management firm, wealth management firm/department or registered investment advisor
Experience in an operational area and/or client services preferred
Discreet in handling sensitive and confidential information
Advanced level proficiency with Microsoft Excel
Bachelors degree or the equivalent combination of education and experience is required
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023