About this role
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.
As 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.