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BNY · 12 hours ago

Client Service Associate (contract)

Lake Mary, FL

Contract

Onsite

New Grad, Entry Level

$23.24/hr - $29.06/hr

BNY is a leading global financial services company at the center of the world’s financial system. The Client Service Associate role focuses on supporting Registered Investment Advisory (RIA) clients with brokerage account services, fund transfers, and account maintenance, while delivering high-quality service via phone and email.

Financial Services

Responsibilities

RIA Client Support: Assist Registered Investment Advisory (RIA) clients with opening new brokerage accounts, processing fund transfers, and maintaining brokerage accounts

Client Communications: Handle inbound phone calls and email inquiries from existing clients, often resolving complex requests over multiple days

Account & Platform Navigation: Guide clients through brokerage platforms and web tools, ensuring accurate and complete resolution of inquiries

Case Management: Manage multiple open client requests simultaneously, maintaining organization, follow-up, and documentation

Relationship Management: Provide professional, calm, and thorough service while building trust with long-term clients

Qualification

Financial Services knowledgeBrokerage securities experienceClient communicationMicrosoft tools proficiencyOrganizational skillsData analysisHigh volume communicationRelationship management