BNY Mellon Careers

Specialist, Relationship Mgmt

Orlando, Florida
Asset Servicing


Job Description

Relationship Management -  With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities for incremental account growth. Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives. From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex. May assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction. Consult with clients on their strategic vision and how the firm can help them achieve that vision. Promote firm services/product offerings that solve client challenges and achieve account growth. Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product. Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction. Conduct service review meetings and assist in client training, sharing of market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients. May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). In some regional/local markets may manage relationships with regulators directly. Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. In some regions, may have oversight over client services Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of small, non-complex clients. Continues to receive advice and coaching from senior team members/management.

Qualifications

Bachelor’s degree or the equivalent combination of education and experience is required
Advanced/graduate degree preferred
8-10 years of total work experience strongly preferred
Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management is strongly preferred
Global Securities and Cash Settlement experience is strongly preferred
Client facing experience is strongly preferred


For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

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


Primary Location: United States-Florida-Orlando
Internal Jobcode: 70060
Job: Asset Servicing
Organization: AIS-HR06325
Requisition Number: 1715521