Senior Associate, Private Banking Team Lead

BNY Mellon

Boston, MA, United States
Base: $58,000 - $105,000 py; bonus/equity: commiss...
On-site
Manage day-to-day client relationships
Verify client documentation
Execute and manage projects
Help manage day-to-day client relationships, including onboarding new clients and assisting with inquiries and requests

Job Summary

  • Help manage day-to-day client relationships, including onboarding new clients and assisting with inquiries and requests.
  • Support audit responses and other business administrative needs and may serve as owner or expert of specific processes or products.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Help manage day-to-day client relationships, including onboarding new clients and assisting with inquiries and requests.

Salary

Base: $58,000 - $105,000 per year; Bonus/Equity: commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: Company-sponsored benefit programs

Skills & Requirements

Must-have

  • Manage day-to-day client relationships
  • Verify client documentation
  • Execute and manage projects
  • Track sales activities
  • Collaborate closely with banking teams

Nice-to-have

  • Harness cutting-edge AI
  • Uplift communities worldwide
  • Bold ideas meet advanced technology
  • Support wellbeing and a balanced life

Key Requirements

  • Bachelor's degree or equivalent
  • 3-5 years of client service experience
  • Experience in Relationship Management
  • Applicable local or regional licenses

Work Rights

Not specified

Tailored Resume

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