Apply on Employer Site

BNY · 1 week ago

Trust Associate, Client Service II

Greenville, DE

Full-time

Onsite

Mid Level

3+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Trust Associate, Client Service II to work with external clients, resolve issues, and provide high-quality service within the Delaware Trust team.

Financial Services

Responsibilities

Work directly with external clients to resolve moderately complex day-to-day issues and guide them to appropriate resources within BNY

Support clients in addressing operational and technical issues, ensuring timely and accurate execution of requests

Apply trust administration experience and intermediate problem-solving skills and judgment to analyze client information and deliver high-quality service to a specialized client base

Provide clients with information about BNY products and services across multiple lines of business and geographies, directing them to the right resources as needed

Monitor client inquiries, resolve non-routine issues, and escalate complex matters to the appropriate team members

Use trust experience and knowledge of client needs to contribute to business development efforts and participate in initiatives aimed at improving the client experience

Recommend process improvements to enhance trust administration and service delivery

Provide guidance and support to less experienced team members

Manage and administer multiple, moderately complex client accounts effectively