Talent.com
serp_jobs.error_messages.no_longer_accepting
Senior Associate, Client Service Management

Senior Associate, Client Service Management

BNYLake Mary, FL, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 and champions of inclusion, 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 Senior Associate, Client Service Management to join our Pershing 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
  • Client Service experience preferred
  • Financial Services experience preferred
  • Strong analytical and communication skills
  • 5-7 years of total work experience preferred
  • At BNY, our culture speaks for itself, check out the latest BNY news at :

    BNY Newsroom

    BNY

    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.

    For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark : bnymellon.com / careers.

    serp_jobs.job_alerts.create_a_job

    Client Service Associate • Lake Mary, FL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Manager, Expert Services Financial Services (Banking or Wealth or Insurance)

    Senior Manager, Expert Services Financial Services (Banking or Wealth or Insurance)

    ServiceNowOrlando, FL, US
    serp_jobs.job_card.full_time
    Senior Manager, Expert Services Financial Services (Banking or Wealth or Insurance).It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Registered Wealth Management Client Associate

    Registered Wealth Management Client Associate

    Bank of AmericaWinter Park, FL, US
    serp_jobs.job_card.full_time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Manager

    Client Service Manager

    OneRailOrlando, FL, US
    serp_jobs.job_card.full_time
    Customer Success Manager / Client Service Manager.OneRail is seeking a proactive and driven Customer Success Manager / Client Service Manager who thrives on delivering exceptional customer success in a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Service Associate - Dec '25 / May '26 Grads

    Client Service Associate - Dec '25 / May '26 Grads

    Automatic Data ProcessingMaitland, FL, US
    serp_jobs.job_card.full_time
    ADP is hiring a client service associate.Thanks for clicking! Let us tell you a little more.Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Brokerage Registered Client Service Associate - Winter Park, FL

    Brokerage Registered Client Service Associate - Winter Park, FL

    TruistWinter Park, FL, US
    serp_jobs.job_card.full_time +2
    This is an in-office position located at 400 Park Avenue South, Winter Park, FL.Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan StanleyOrlando, FL, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Operations Associate

    Client Operations Associate

    FinexioOrlando, FL, US
    serp_jobs.job_card.full_time
    Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the business payments. Finexio simplifies the way businesses process and receive B2B payments b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Client Services Associate

    Client Services Associate

    HellosunshinetravelsKissimmee, Florida, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motiva...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Premier Service Associate

    Premier Service Associate

    EmpowerOrlando, FL, US
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sales & Account Management Senior Associate

    Sales & Account Management Senior Associate

    Finastra (Misys International Banking Systems Limited)Lake Mary, FL, US
    serp_jobs.job_card.full_time
    At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Client Service & Product Support Specialist - Amendments

    Associate Client Service & Product Support Specialist - Amendments

    Automatic Data ProcessingMaitland, FL, US
    serp_jobs.job_card.full_time
    Associate Client Service - Product Support Specialist Tax.ADP is hiring an Associate Client Service - Product Support Specialist Tax. Are you ready to join a company offering career advancemen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Manager

    Client Manager

    World Wide TechnologyOrlando, FL, US
    serp_jobs.job_card.full_time
    Candidates must have a successful track record in sales, North / Central Florida SLED Accounts (State, County, K-12 or higher education). Candidates must have existing and successful SLED Central Flor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Associate, Client Advisory

    Senior Associate, Client Advisory

    PathstoneWinter Park, FL, US
    serp_jobs.job_card.full_time
    Senior Associate, Client Advisory.Requisition Number : SENIO001320.Company Description : Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Client Processing

    Associate, Client Processing

    BNYLake Mary, FL, United States
    serp_jobs.job_card.full_time
    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 influ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Registered Client Service Associate- Orlando, FL

    Registered Client Service Associate- Orlando, FL

    Raymond James FinancialOrlando, FL, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across mul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Client Advisory

    Associate, Client Advisory

    PathstoneWinter Park, FL, US
    serp_jobs.job_card.full_time
    Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Jackson HewittApopka, FL, US
    serp_jobs.job_card.full_time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Registered Client Service Associate- Winter Park, FL

    Registered Client Service Associate- Winter Park, FL

    Raymond James FinancialWinter Park, FL, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across mul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Client Services Associate

    Client Services Associate

    Florida Capital, Inc.maitland, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Client Services Associate We were founded with the mission to deliver top results for our clients across the state of Florida. Our results are undeniable; we continue to outshine our competition and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Subcontract Management Senior

    Subcontract Management Senior

    Lockheed MartinOrlando, FL, US
    serp_jobs.job_card.full_time +1
    You will be a Subcontract Management Senior for the Lockheed Martin Missiles & Fire Control (MFC) team.Our team is responsible for managing the execution of complex subcontracts, ensuring timely an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30