Associate, Client Service I

About the position At reputed company, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique reputed company and talents, together we help reputed company money work for the world. This is what #LifeAtBNY is reputed company about. As a leading wealth manager, reputed company 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 reputed company 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 to join our Wealth Management team. This role is located in San Francisco or Palo Alto, CA and is eligible for a hybrid work arrangement. In this role, you'll reputed company an impact in the following ways: Deliver a white glove experience for high net worth individuals and families, from the account opening and reputed company phase through the full lifecycle of client relationships. Work closely and collaboratively with the team of Wealth Managers reputed company 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 reputed company 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 reputed company to reputed company 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. Responsibilities • Deliver a white glove experience for high net worth individuals and families, from the account opening and reputed company phase through the full lifecycle of client relationships , • Work closely and collaboratively with the team of Wealth Managers reputed company 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 reputed company 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 reputed company to reputed company 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 Requirements • 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 reputed company reputed company , • Bachelors degree or the equivalent combination of education and experience is required reputed company-to-haves Benefits • Highly competitive compensation , • Generous paid leaves, including paid volunteer time , • Access to flexible global resources and tools for personal health and financial goals , • Commission earnings, discretionary bonuses, short and long-term incentive packages , • Company-sponsored benefit programs Apply Job!