BNY
Specialist, Client Service II
Boston, MA, United States · Mid
Sponsorship not specifiedDetected 2 days ago
Communication
About the role
- We're seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team.
Responsibilities
- 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 requirement...
This listing is sourced directly from BNY's careers page and normalized into a canonical job model.