Relationship Management Associate

Overview

As a Relationship Associate in our Global Payments and Trade team, you support development and execution of plans for client portfolios and identify growth opportunities. You will learn consultative client management and how to align treasury solutions with client goals, while gaining exposure to regulatory and risk processes. You collaborate with senior managers to deepen industry knowledge and contribute to a seamless client experience. This role offers hands-on development, mentorship, and a path to lead impactful client engagements within a global bank.

Pay / Benefits

• competitive compensation
• flexible global resources and tools
• wellbeing programs
• paid leaves including volunteer time
• focus on health and resilience
• @ life at BNY culture and rewards

Responsibilities

• Support development and execution of strategic plans for client portfolios
• Identify opportunities for account growth, revenue retention, and broader engagement
• Assist in coordinating client issue resolution and maintaining high satisfaction
• Participate in client strategy discussions and communicate firm services and capabilities
• Coordinate with internal partners to research issues and drive timely resolutions
• Develop subject matter expertise over time in a specific process, product, or client support area
• Engage in regular client check-ins to monitor satisfaction and strategic alignment
• Track and report on relationship strategy, portfolio activity, and client outcomes
• Work with business development, account management, and client service teams to execute relationship strategies
• Gain exposure to onboarding and risk management processes (KYC, BAC) and regulatory relationship management

Key requirements

• Bachelor degree or equivalent experience
• Financial services experience or related client management experience preferred
• Prior experience in Relationship Management, Client Services or Account Management preferred

• strong communication
• collaboration
• problem-solving
• KYC
• risk management processes
• client onboarding

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