Associate, Client Service Management I
Company: BNY
Location: Lake Mary
Posted on: January 1, 2026
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Job Description:
Associate, Client Service Management I At BNY, our culture
allows us to run our company better and enables employees’ growth
and success. As a leading global financial services company at the
heart of the global financial system, we influence nearly 20% of
the world’s investible assets. Every day, our teams harness
cutting-edge AI and breakthrough technologies to collaborate with
clients, driving transformative solutions that redefine industries
and uplift communities worldwide. Recognized as a top destination
for innovators, BNY is where bold ideas meet advanced technology
and exceptional talent. Together, we power the future of finance –
and this is what LifeAtBNY is all about. Join us and be part of
something extraordinary. We’re seeking a future team member for the
role of Associate, Client Service Management I to join our Wealth
Services Client Service team. This role is located in Lake Mary, FL
. In this role, you’ll make an impact in the following ways:
Participate in the end-to-end client service delivery model and
reports on client satisfaction. Participate in issue resolution of
moderately complex day-to-day issues and engages internal partners
as needed. Collect data on the execution of service commitments.
Build their understanding of clients’ business. Serve as a project
member on projects to help clients streamline their operating model
across our franchise. Engage in a culture of continuous service
improvement, including digital adoption. Build relationships with
business partners. May engage in client service activities related
to client service or sales support, including assisting in the
creation of RFPs, KPIs or client documents by providing required
data. To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and
experience is required 2-3 years of total work experience preferred
Client Service experience preferred Financial Services experience
preferred Retirement account expertise preferred Strong analytical
and communication skills The ideal person should be well organized,
as you will be client facing, providing excellent client service
through professionalism, and personable traits of
extraverted/outgoing, with a driven mentality. Problem solving, and
motivated. At BNY, our culture speaks for itself, check out the
latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our
recent awards: America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025 “Most Just Companies”,
Just Capital and CNBC, 2025 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 is an Equal Employment
Opportunity/Affirmative Action Employer - Underrepresented racial
and ethnic groups/Females/Individuals with Disabilities/Protected
Veterans.
Keywords: BNY, Orlando , Associate, Client Service Management I, Executive , Lake Mary, Florida
