Specialist, Client Service II at BNY

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Oct, 26

Salary

93000.0

Posted On

20 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Wealth Management, KYC/AML, Account Opening, Loan Processing, Cash Movement, Risk Management, Operational Support, Professional Communication, Attention To Detail, Relationship Management, Financial Services

Industry

Financial Services

Description

We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team. In this role, you’ll make an impact in the following ways: * Deliver exceptional service to internal and external clients through phone, email, and direct communication, while maintaining a professional and responsive tone. * Own client service, maintenance, cash movement, and operational requests from end to end, ensuring same-day response and resolution whenever possible. * Support private bankers and clients throughout account opening, loan processing, deposit activity, KYC, and related servicing needs. * Help maintain strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time. * Support risk management and control requirements by following Wealth Management policies, audit procedures, AML/KYC standards, and training requirements. * Contribute to a strong team environment by sharing information, providing backup support, and assisting with cross-regional needs when required. To be successful in this role, we’re seeking the following: * Bachelor’s degree or equivalent combination of education and relevant experience. * Experience providing client service or operational support in a financial services or wealth management environment. * Strong written and verbal communication skills with the ability to interact professionally with clients, advisors, and internal colleagues. * Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy and attention to detail. * Knowledge of banking, deposits, lending, KYC/AML, and client servicing processes preferred. 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. At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] 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 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.

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Responsibilities

Deliver exceptional service to internal and external clients by managing operational requests, cash movements, and account maintenance. Support private bankers with KYC, loan processing, and risk management compliance within the Wealth Management team.