BNY Mellon
Associate, Client Service I
BNY Mellon, San Francisco, California, United States, 94199
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.
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, 2024World's Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024"Most Just Companies", Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg's Gender Equality Index (GEI), 2023
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 Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,300 and $90,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
#J-18808-Ljbffr
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.
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, 2024World's Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024"Most Just Companies", Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg's Gender Equality Index (GEI), 2023
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 Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,300 and $90,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
#J-18808-Ljbffr