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 - 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. Incumbents have a fully-developed, broad knowledge base of Account Management and the firms products/services and are often developing depth of expertise in a specialty or niche product or a certain type of client. Incumbent may provide guidance to more junior Account Managers. Proactively consults large, complex 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. Tracks and reports on client metrics. Contributes to the identification and development of appropriate metrics. 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. 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. Ensure client satisfaction. Directly manages client inquiries and facilitates resolution of 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. Provides guidance to less experienced Account Managers as needed. Responsibilities are primarily limited to own client accounts, however will contribute to the achievement of any team or area objectives. Focus is on large and/or complex accounts. Possible travel up to 30% Qualifications
Bachelors degree or the equivalent combination of education and experience is required. 7-10 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. Primary Location:
United States-New Jersey-Jersey City Internal Jobcode:
Customer/Client Service Organization:
Pershing Domestic-HR06431 Requisition Number: