Client Service Associate (contract) jobs in United States
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BNY · 1 day ago

Client Service Associate (contract)

positionLake Mary, FL
timeContract
remoteOnsite
seniorityNew Grad, Entry Level
money$24.80/hr - $31/hr

BNY is a leading global financial services company that empowers growth and success. The Client Service Associate role focuses on supporting Registered Investment Advisory clients with brokerage account services, ensuring high-quality service through effective communication and case management.

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 experienceBrokerage account knowledgeClient communicationMicrosoft tools proficiencyOrganizational skills

Required

Working background in Financial Services (brokerage securities or retail banking preferred)
Proven ability to analyze and work through complex data or scenarios
Strong organizational skills with the ability to manage multiple tasks
Comfortable handling a high volume of phone calls and email communications
Proficiency with Microsoft tools

Preferred

Brokerage securities industry experience
Experience supporting Independent RIA firms
Working knowledge of new account opening and account transfers
Experience in retail or trust banking environments

Benefits

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.

Company

BNY

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Glassdoor3.6
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We help make money work for the world — managing it, moving it and keeping it safe.
dateFounded in 1784
location
New York, NY, US
people-size10001+ employees
web-link
https://www.bny.com

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Recent News

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2024-11-21
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2024-11-01
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2024-10-28
Company data provided by crunchbase