Senior Specialist, Account Management Senior Specialist, Account Management …

BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Specialist, Account Management
Authentic, innovative and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

As the fastest growing RIA custodian in the U.S., BNY Mellon's Pershing Advisor Solutions offers a fast paced environment and dynamic culture where "client first" is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Account Management - IC5 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. Travel up to 30%

Qualifications

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-New Jersey-Jersey City
Internal Jobcode: 70003
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431}
Requisition Number: 2117985
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