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Associate, Client Service II

Associate, Client Service II

BNYPittsburgh, PA, United States
18 days ago
Job type
  • Full-time
Job description

Associate, Client Service II

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 Associate, Client Service II to join our Wealth Management team. This role is located in Pittsburgh, PA.

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

  • Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
  • Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
  • Applies intermediate problem-solving skills, experience and judgement to analyze information.
  • Uses communication skills to deliver high quality service to a specialized client base.
  • Provides clients information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
  • Leverages a good understanding of broader BNY services and offerings.
  • Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
  • Uses knowledge of client issues and needs to contribute to business development efforts.
  • Participates in internal activities and initiatives designed to improve the client experience.
  • Recommends process improvements.
  • May have people management responsibilities in some geographies.
  • Provides guidance to less experienced team members.
  • Supports multiple, moderately complex client accounts

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

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 3-5 years of total work experience preferred.
  • Experience in an operational area and / or client services 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.

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    Client Service Associate • Pittsburgh, PA, United States

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