Associate, Client Service I

BNY
UNITED STATES, CA, LOS ANGELES

$52,000 p/year
Customer Service
Full-time
client service
wealth management
financial services

Our job summary

The Associate, Client Service I at BNY Mellon supports wealth management clients by resolving day-to-day issues, assisting with account setup and transactions, and facilitating smooth client onboarding. The role involves collaboration with internal teams and advisors to deliver high-quality service while adhering to compliance and process improvement initiatives. It requires a bachelor's degree or equivalent experience and 0-3 years of client service or operational experience within a financial services environment.

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 Associate, Client Services I to join our Wealth Management team. This role is located in Los Angeles, CA.

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

Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY.
Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
Support onboarding of new clients and facilitate smooth transitions.
Assist with account setup, maintenance, and transaction processing.
Collaborate with advisors and internal teams to deliver high quality service to a specialized client base.
Provide clients with information related to BNY products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
Monitors client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed.
Ensure accuracy, ownership, organization, and prioritization in all tasks related to general client issues and needs to support business development efforts.
Identify opportunities to enhance client service and contribute to process improvements.
Adhere to BNY’s policies, procedures, and compliance requirements.

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

Bachelor’s degree or the equivalent combination of education and experience is required.
0-3 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
Ability to leverage a general understanding of broader BNY services and offerings.
No direct people leadership responsibilities.

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $85,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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