BNY Mellon Careers

Specialist, Account Management

Lake Mary, Florida
Customer/Client Service


Job Description

The Account Management role represents a core part of the relationship team that supports domestic and international broker dealer clients. The Account Manager is expected to cultivate relationships between clients and Pershing’s subject-matter experts in an effort to exchange knowledge and ideas to further develop clients’ business. There are three fundamental client responsibilities surrounding the Account Management role. First, Account Managers introduce and provide direction to clients on Pershing’s service model to ensure that prompt, informed answers are being provided for daily operational and regulatory needs. Account Managers also ensure escalated technology or service disruptions are being addressed and resolved timely


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. Mentors less experienced Account Managers. May have people management responsibilities in some geographies. 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.  

Account Managers identify opportunities to deepen product penetration and attract additional assets - cash management and fund solutions, as well as lending, managed account, wealth management and trade execution products—into clients' existing or growing business. Lastly, Account Managers promote and facilitate the delivery of Pershing’s robust, proprietary, front-end access platforms by developing a rollout plan, driving adoption and by capturing specific client technology enhancement requests for further development. This business technology responsibility also requires Account Managers to align and integrate clients' existing technology platforms and third-party service providers with Pershing’s flexible technology and open architecture. Account Managers travel on business approximately 20 % of the time. 

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.
  • Ability to complete platform presentations in front of large groups, is preferred
  • Ability to develop and maintain effective professional working relationships with external and internal clients, is preferred
  • Strong investment product knowledge, is preferred
  • Ability to understand and explain all aspects of client pricing agreements and overall profitability of clients, is preferred
  • Strong negotiation, decision making, problem solving and analytical skills, is preferred
  • Ability to think independently, and be self-motivated to acquire new skills and knowledge, is preferred
  • Ability to uphold and practice the highest code of ethical standard and conduct, is preferred
  • Ability to effectively prioritize and multi-task in a high-pressure, high-volume environment, is preferred
  • Strong business knowledge of technology solutions and their applicability, is preferred
  • Strong knowledge of brokerage and advisory operational disciplines, is preferred
  • Strong desktop technical skills surrounding Microsoft Office and CRM technologies, is 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.

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

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


Primary Location: United States-Florida-Lake Mary
Internal Jobcode: 70004
Job: Customer/Client Service
Organization: Pershing-HR06431
Requisition Number: 1801883