Senior Specialist, Account Management Senior Specialist, Account Management …

BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
Senior Specialist, Account Management

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on . Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

BUSINESS OVERVIEW: Pershing's Wealth Solutions Group.

Our Client Experience Reimagined initiative includes reshaping our operating model to better serve clients, founded on three principles:
  1. Organize around our clients to align our expertise to best serve their needs.
  2. Show up as one BNY Mellon in the marketplace across all our products and services.
  3. Be easier and faster to navigate, with fewer touchpoints, less friction and more answers.

Wealth Solutions: - Our broker-dealer, registered investment advisor (RIA), and trust company clients' businesses continue to evolve and converge, Wealth Solutions combined our former Global Client Relationships (GCR) and Advisor Solutions teams together so we can holistically serve the needs of our broker-dealer and RIA clients.

  • Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities.
  • Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned large, complex accounts that are key to achieving team or Account
  • Management function goals.
  • Incumbents have a fully-developed knowledge base of Account Management and the firms products/services. Incumbents have developed a depth of expertise in a specialty or niche product or a certain type of client.
  • Incumbent may provide guidance to other Account Managers.
  • Proactively consults the most complex and critical client accounts, ensuring continued client satisfaction and listening for cues on client needs.
  • Advises on best practices, organizational solutions and regulatory changes.
  • Manages client projects across multiple business lines throughout the firm. Identifies and develops appropriate metrics for client monitoring and reporting.
  • Acts as day-to-day point of contact for the client and responds to queries.
  • Collaborates with Relationship Management function to enhance the account strategy.
  • Contributes to the identification of solutions to support client strategy and cross-sell enterprise services.
  • Keeps abreast of client account activity occurring throughout the firm.
  • Liaises with relevant operations contacts (internally and externally) to coordinate service to the client.
  • Escalates relevant issues to management.
  • Develop innovative ways to track and ensure client satisfaction.
  • Directly manages client inquiries and facilitates resolution problems within scope of knowledge.
  • Researches and analyzes the business environment of assigned clients, industry trends and competitor services/ offerings.
  • Contributes to the development of strategies/approaches of the Account Management function.
  • Mentors less experienced Account Managers.
  • No direct reports.
  • Provides guidance to less experienced Account Managers as needed. May be tasked with
  • Team Lead responsibilities.
  • Responsibilities are primarily limited to own client accounts, however will contribute to the achievement of any team or area objectives.
  • Focus is on key accounts requiring depth of knowledge in a niche product or service or within a specialized client profile.
  • Accounts are usually large and have highly complex operational needs.

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 10-12 years of total work experience preferred.
  • Experience in Account Management or Client Service Delivery preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Florida-Lake Mary
Internal Jobcode: 70003
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431}
Requisition Number: 2111273
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