Associate, Client Service II

ASSOCIATE CLIENT SERVICE II

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.

As a leading wealth manager, BNY 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 Associate Client Service II to join our Wealth Management team. This role is located in Newport Beach.

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

• Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
• Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
• Apply intermediate problem solving skills, experience, and judgement to analyze information and deliver high quality service to a specialized client base.
• Provide clients with information related to BNY Mellon products and services representing multiple lines of business and geographies, directing them to the appropriate resources as needed.
• Monitor client inquiries, resolve non-routine issues, and escalate complex issues to the appropriate team member as needed.
• Use knowledge of client issues and needs to contribute to business development efforts.
• Participate in internal activities and initiatives designed to improve the client experience and recommend process improvements.
• Provide guidance to less experienced team members and may have people management responsibilities in some geographies.
• Support multiple, moderately complex client accounts.

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.
• Experience in an operational area and/or client services preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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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 $56,500 and $95,000 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.