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Trust Associate, Client Service II

ExperiencedNo visa sponsorship
BNY Mellon logo

at BNY Mellon

Asset Management

Posted 3 months ago

No clicks

BNY Mellon is hiring a Trust Associate, Client Service II to join the Delaware Trust team in Greenville, DE. The role supports external clients with day-to-day trust administration issues, resolves operational and technical inquiries, and manages multiple moderately complex client accounts. The position requires applying trust administration experience to analyze client information, recommend process improvements, and support business development and less experienced team members. Candidates should have strong communication and problem-solving skills and at least 2 years of trust administration experience.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Trust 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, 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.

We’re seeking a future team member for the role of Trust Associate, Client Service II to join our Delaware Trust team. This role is located in Greenville, DE.

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

  • Work directly with external clients to resolve moderately complex day-to-day issues and guide them to appropriate resources within BNY.
  • Support clients in addressing operational and technical issues, ensuring timely and accurate execution of requests.
  • Apply trust administration experience and intermediate problem-solving skills and judgment to analyze client information and deliver high-quality service to a specialized client base.
  • Provide clients with information about BNY products and services across multiple lines of business and geographies, directing them to the right resources as needed.
  • Monitor client inquiries, resolve non-routine issues, and escalate complex matters to the appropriate team members.
  • Use trust experience and knowledge of client needs to contribute to business development efforts and participate in initiatives aimed at improving the client experience.
  • Recommend process improvements to enhance trust administration and service delivery.
  • Provide guidance and support to less experienced team members
  • Manage and administer multiple, moderately complex client accounts effectively.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or equivalent combination of education and experience.
  • 3-5 years of total work experience preferred, with a minimum of 2 years of experience in trust administration.
  • Experience in an operational area and/or client services preferred.
  • Strong communication and problem-solving skills.
  • Ability to work collaboratively in a team environment and manage multiple priorities.

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

BNY Newsroom

BNY LinkedIn

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.

Trust Associate, Client Service II

Compensation

Not specified

City: Not specified

Country: United States

BNY Mellon logo
Asset Management

3 months ago

No clicks

at BNY Mellon

ExperiencedNo visa sponsorship

BNY Mellon is hiring a Trust Associate, Client Service II to join the Delaware Trust team in Greenville, DE. The role supports external clients with day-to-day trust administration issues, resolves operational and technical inquiries, and manages multiple moderately complex client accounts. The position requires applying trust administration experience to analyze client information, recommend process improvements, and support business development and less experienced team members. Candidates should have strong communication and problem-solving skills and at least 2 years of trust administration experience.

Full Job Description

Trust 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, 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.

We’re seeking a future team member for the role of Trust Associate, Client Service II to join our Delaware Trust team. This role is located in Greenville, DE.

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

  • Work directly with external clients to resolve moderately complex day-to-day issues and guide them to appropriate resources within BNY.
  • Support clients in addressing operational and technical issues, ensuring timely and accurate execution of requests.
  • Apply trust administration experience and intermediate problem-solving skills and judgment to analyze client information and deliver high-quality service to a specialized client base.
  • Provide clients with information about BNY products and services across multiple lines of business and geographies, directing them to the right resources as needed.
  • Monitor client inquiries, resolve non-routine issues, and escalate complex matters to the appropriate team members.
  • Use trust experience and knowledge of client needs to contribute to business development efforts and participate in initiatives aimed at improving the client experience.
  • Recommend process improvements to enhance trust administration and service delivery.
  • Provide guidance and support to less experienced team members
  • Manage and administer multiple, moderately complex client accounts effectively.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or equivalent combination of education and experience.
  • 3-5 years of total work experience preferred, with a minimum of 2 years of experience in trust administration.
  • Experience in an operational area and/or client services preferred.
  • Strong communication and problem-solving skills.
  • Ability to work collaboratively in a team environment and manage multiple priorities.

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

BNY Newsroom

BNY LinkedIn

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.