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Senior Associate, Client Service

Senior Associate, Client Service

BNYLake Mary, FL, United States
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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 join our Treasury Services Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA.

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

  • Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication
  • Responsible for meeting productivity targets set forth acting as a L1 immediate support, response / resolution
  • Identify and escalate appropriately to Senior Client Service Officer and / or Service Director, on matters requiring immediate attention
  • Utilize speak-up culture to provide inputs in the Transformation agenda for Global Client Service
  • Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements
  • Standard BNY BK Learnings (mandatory & required) completed by appropriate deadlines
  • Develop a firm understanding of all BNY standards (policies / procedures) & Client Service tools / systems required
  • Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires

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

  • Bachelors degree or the equivalent combination of education and experience (Banking / Financial) is preferable
  • 3-7 years of total work experience preferred; experience in an operational area and / or client services desirable
  • Self-motivated with client focus centricity
  • Strong communication skills; written, verbal and effective listening skills
  • Ability to be cross-fungible and multitask under pressure
  • Able to adapt to changing environment and business needs
  • 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.

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    Client Service Associate • Lake Mary, FL, United States

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