Associate, Client Service I

Bring your ideas. Make history.    

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.     

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.     

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage, and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.    

We’re seeking a future team member for the role of Analyst, Client Service to join our Wealth Management team. This role is located in San Francisco, CA and is eligible for flexible work arrangement.   

Description:

• Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
• Work closely and collaboratively with the team of Wealth Managers within the organization to support day-to-day operational and technical responsibilities. 
• Produce client-facing investment reports and portfolio materials for review meetings
• Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
• Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
• Provide clients with information related to BNY Mellon services or serve as a liaison to the appropriate resources
• Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations

Qualifications:

• 0-3 years of work experience, preferably in a client facing role at an asset management firm, investment management firm, wealth management firm/department or registered investment advisor
• Experience in an operational area and/or client services preferred 
• Discreet in handling sensitive and confidential information
• Advanced level proficiency with Microsoft Excel
• Bachelors degree or the equivalent combination of education and experience is required 

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

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion   
• Bloomberg’s Gender Equality Index (GEI)   
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score   
• 100 Best Workplaces for Innovators, Fast Company   
• Human Rights Campaign Foundation, 100% score Corporate Equality Index   
• CDP’s Climate Change ‘A List’   

Our Benefits:  

BNY Mellon 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 that can support you and your family through moments that matter.  

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,300 and $90,000 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 BNYM 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.