Talent.com
Senior Associate, Client Service Management
Senior Associate, Client Service ManagementBNY • Lake Mary, FL, United States
No longer accepting applications
Senior Associate, Client Service Management

Senior Associate, Client Service Management

BNY • Lake Mary, FL, United States
30+ days ago
Job type
  • Full-time
Job description

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 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.

We’re seeking a future team member for the role of Senior Associate, Client Service Management to join our Pershing team. This role is located in Lake Mary, FL.

In this role, you’ll make an impact in the following ways :

  • Participate in the end-to-end client service delivery model and reports on client satisfaction.
  • Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
  • Collect data on the execution of service commitments.
  • Build their understanding of clients’ business.
  • Serve as a project member on projects to help clients streamline their operating model across our franchise.
  • Engage in a culture of continuous service improvement, including digital adoption.
  • Build relationships with business partners.
  • May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.

To be successful in this role, we’re seeking the following :

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • Client Service experience preferred
  • Financial Services experience preferred
  • Strong analytical and communication skills
  • 5-7 years of total work experience preferred
  • At BNY, our culture speaks for itself, check out the latest BNY news at :

    BNY Newsroom

    BNY

    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.

    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 & 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.

    Create a job alert for this search

    Client Service Associate • Lake Mary, FL, United States

    Related jobs
    Senior Manager, EPM Solutions Lead, Finance Transformation

    Senior Manager, EPM Solutions Lead, Finance Transformation

    The Walt Disney Company (Corporate) • Bay Lake, Florida, USA
    Full-time
    The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle’s Enterprise Performance Management (EPM) suite.This role c...Show more
    Last updated: 10 hours ago • Promoted • New!
    Associate Team Leader

    Associate Team Leader

    H&R Block • Kissimmee, FL, US
    Full-time +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 24 days ago • Promoted
    Senior Manager, Finance Transformation AI Lead

    Senior Manager, Finance Transformation AI Lead

    The Walt Disney Company (Corporate) • Windermere, Florida, USA
    Full-time
    The Finance Transformation AI Lead drives strategic AI adoption for all finance teams, showcasing advanced AI capabilities in the context of Disney’s unique systems, data, and processes.This role s...Show more
    Last updated: 10 hours ago • Promoted • New!
    ROPS Specialist II Collections (Lab)

    ROPS Specialist II Collections (Lab)

    DaVita • DeLand, FL, United States
    Full-time
    DaVita Way, Deland, Florida, 32724-2039, United States of America.The ROPS Specialist II, Collections (Lab) is to secure maximum reimbursement on all claims based on payer terms.Applies the knowled...Show more
    Last updated: 24 days ago • Promoted
    Customer Service Representative

    Customer Service Representative

    Family Dollar • Edgewater, FL, USA
    Full-time
    Join the Family Dollar team as a Customer Service Representative and provide friendly and helpful service to our customers. As a CSR, you will handle transactions, answer customer questions, and ens...Show more
    Last updated: 20 days ago • Promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Orlando, FL, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    Hellosunshinetravels • Kissimmee, Florida, United States
    Remote
    Full-time
    Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motiva...Show more
    Last updated: 30+ days ago
    Client Service Associate

    Client Service Associate

    Jackson Hewitt • Eustis, FL, US
    Full-time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...Show more
    Last updated: 30+ days ago • Promoted
    Client Support BPO Associate

    Client Support BPO Associate

    Stitch Fix • Kissimmee, FL, US
    Full-time
    At Stitch Fix we are redefining retail shopping being the first fashion retailer to blend expert styling, proprietary technology and unique product to deliver a shopping experience that is truly pe...Show more
    Last updated: 20 days ago • Promoted
    Service Team

    Service Team

    Panda Restaurant Group • Winter Garden, FL, US
    Full-time
    Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...Show more
    Last updated: 30+ days ago
    VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab • Deltona, FL, US
    Full-time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
    Last updated: 16 hours ago • Promoted • New!
    Remote Opinion Contributor (Hiring Immediately)

    Remote Opinion Contributor (Hiring Immediately)

    Earn Haus • Grand Island, Florida, US
    Remote
    Full-time +2
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 30+ days ago • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Scottsmoor, Florida, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Associate

    Customer Service Associate

    Walmart • Polk City, FL, USA
    Full-time
    Join the Walmart team and provide exceptional customer service while working in a dynamic, team-oriented environment.As a Customer Service Associate, you will help customers find the products they ...Show more
    Last updated: 20 days ago • Promoted
    Client Services Associate

    Client Services Associate

    Vaco by Highspring • Winter Park, FL, US
    Permanent
    Client Services Associate -Top Workplace / Award-Winning Culture / Great Benefits.Vaco is seeking an exceptional client services professional to support our financial advisors and assist with efficient...Show more
    Last updated: 7 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Hellosunshinetravels • Kissimmee, Florida, United States
    Remote
    Full-time
    Quick Apply
    Customer Service Representative Travel Industry.Remote | Flexible Schedule | Commission + Bonuses.Were looking for an enthusiastic and detail-oriented. Customer Service Representative.In this role, ...Show more
    Last updated: 18 days ago
    Partnership Taxation Senior Associate

    Partnership Taxation Senior Associate

    Grant Thornton • Orlando, Florida, USA
    Full-time
    As a Partnership Tax Senior Associate youll perform compliance for complex tax returns and provide tax consulting services for your individual trust partnership and S corporation clients all with ...Show more
    Last updated: 1 day ago • Promoted
    Client Service Manager

    Client Service Manager

    OneRail • Orlando, FL, US
    Full-time
    Quick Apply
    OneRail is seeking a proactive and driven Customer Success Manager / Client Service Manager who thrives on delivering exceptional customer success in a rapidly evolving logistics technology startup.A...Show more
    Last updated: 30+ days ago