AI use among medical and health services managers is little observed so far. Measured exposure for medical and health services managers: 7% (little observed).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

As a key member of the Client Service team, this role supports relationship management and day-to-day client servicing for a diverse client base, including institutional and retail clients. The individual in this role will help deliver a high-quality client experience by coordinating account onboarding, servicing, change activity, and offboarding processes, while partnering closely with internal teams to meet client needs and timelines.

This is a dynamic role requiring strong organizational, communication, and problem-solving skills. The successful candidate will be able to work independently, contribute effectively as part of a team, and identify opportunities to enhance processes, improve efficiency, and support a strong control environment.

Key Responsibilities

Project manage account onboarding, client change activity, and offboarding in partnership with clients and internal teams to meet agreed timelines and expectations.

Provide day-to-day service for a designated client base, including cash flow processing, account changes, custodial changes, new instrument setup, and client communications.

Serve as a point of contact for clients on account-related matters and coordinate internally to support timely responses and issue resolution.

Coordinate and complete ad hoc reporting, periodic client and consultant due diligence questionnaires, and annual audit requests within required deadlines.

Complete ongoing KYC/AML reviews.

Participate in and/or lead committee and ad hoc meetings as required.

Maintain accurate client information and account records in Salesforce throughout the client lifecycle.

File and organize client documentation within central recordkeeping locations.

Support client meeting preparation and attend meetings as needed.

Execute work in line with established team procedures and proactively recommend enhancements and process improvements.

Demonstrate risk awareness and support an appropriate control framework across client servicing activities.

Develop a detailed understanding of clients and the environment in which solutions are delivered.

Support ad hoc projects, including coordination with other areas of the firm where needed.

Required Qualifications

Bachelor’s degree or equivalent combination of education and experience required.

3-5 years of experience in the investment management industry.

Strong verbal and written communication skills.

Strong organizational skills with the ability to prioritize and manage multiple activities in a fast-paced environment.

Strong analytical and problem-solving skills.

Attention to detail and ability to work effectively under pressure and to tight deadlines.

Proficiency in Microsoft Office applications.

Preferred Qualifications and Skills

Experience supporting institutional and/or retail clients.

Experience with client onboarding, servicing, and account maintenance processes.

Familiarity with KYC/AML review requirements.

Series 7 and 63 licenses preferred.

Experience using Salesforce or similar CRM platforms.

Confident, credible, and effective in meetings and discussions.

Proactive, collaborative, and team-focused approach.

Ability to work independently while maintaining strong partnership across teams.

Demonstrated ownership and accountability for deliverables and outcomes.

High energy, self-motivation, and a focus on continuous improvement.

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, 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.