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Client Service Associate (Liquidity & Margin Services)
$137k-184k (estimate)
Full Time 3 Months Ago
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BNY External Career Site is Hiring a Client Service Associate (Liquidity & Margin Services) Near Lake, FL

Bring your ideas. Make history. 
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Client Service Associate to join our Liquidity and Margin Services team within Global Markets. This role is located in Lake Mary, Florida - HYBRID

In this role, you’ll make an impact in the following ways: 

  • Supporting clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
  • The ability & willingness to learn about our clients and our products.
  • Monitoring client inquiries, resolves non-routine issues and escalates complex issues as needed.
  • Participating in internal activities and initiatives designed to improve the client experience.
  • Utilizing problem-solving skills and best judgement to analyze information, and to provide our clients with information related to BNY Mellon products.

To be successful in this role, we’re seeking the following: 

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 3-5 years of total work experience preferred.
  • Money Funds experience is highly preferred.
  • Must be comfortable speaking directly with our clients.
  • Experience in an operational area and/or client services preferred.

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

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.

Bachelors degree or the equivalent combination of education and experience is required.3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Job Summary

JOB TYPE

Full Time

SALARY

$137k-184k (estimate)

POST DATE

03/29/2024

EXPIRATION DATE

08/21/2024

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The job skills required for Client Service Associate (Liquidity & Margin Services) include Client Service, Initiative, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate (Liquidity & Margin Services). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate (Liquidity & Margin Services). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Associate (Liquidity & Margin Services) positions, which can be used as a reference in future career path planning. As a Client Service Associate (Liquidity & Margin Services), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate (Liquidity & Margin Services). You can explore the career advancement for a Client Service Associate (Liquidity & Margin Services) below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

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Provided daily financial transaction services for clients while delivering excellent customer care.

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Understand Clients' business to predict their needs and provide appropriate solutions.

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Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

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Step 3: View the best colleges and universities for Client Service Associate.

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