Lead Analyst, Account Mgmt, Non-Bank Financial Institutions Group Lead Analyst, Account Mgmt, Non-Bank Financial  …

BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Lead Analyst, Account Mgmt, Non-Bank Financial Institutions Group
JOB DESCRIPTION:

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. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. 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 senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. Assists Relationship Managers with sale presentations, research, pricing, and other functions to grow and retain business.

This role with be part of the Non-bank Financial Institutions Sales and Relationship Team in Treasury Services. BNY Mellon provides a suite of payment solutions designed to address the needs of our Non-Bank Financial Institution clients. The segment is made up of Investment Managers, including alternative funds, Broker Dealers including Wealth Managers, Investment Banks, and exchanges, and Insurance companies. BNY Mellon differentiates itself with its quality of solutions, technology, and high touch customer service.

PREFERRED QUALIFICATIONS:

  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 3-5 years of total work experience within Financial services is strongly preferred.
  • Experience in Account Management or Client Service Delivery is strongly preferred
  • Experience and proficiency in data analytics is strongly preferred
  • Treasury services background is strongly preferred
  • Background in Client facing role is strongly preferred, including strong interpersonal skills.
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 5-7 years of total work experience preferred.
  • Experience in Account Management or Client Service Delivery preferred.
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