Independely manages ssigned 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 firm's 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 and or subject matter expertise across enterprise. Consults and manages 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 strategic key client monitoring and reporting Acts as day-to-day point of contact for the client. Executes the account strategy independently or in collaboratiion with Relationship Management function to enhance the key 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 manage service to the client. Presents relevant issues to management. Develops innovative ways and key metrics to track and ensure client satisfaction 'Directly manages client inquiries and facilitates resolution problems using their expertise. ' Researches and analyzes the business environment of assigned clients, industry trends and competitor services/ offerings. Attends industry and client events. Contributes to the development of strategies/approaches of the Account Management function. Mentors and provides guidance to less experienced Account Managers. No direct reports;; provides guidance to less experienced Account Managers as needed. May be tasked with Team Lead responsibilities or subject matter expertise. May consult on client issues or solutions outside designated client base. Responsibilities own client accounts as well as team or area objectives. Focus is on strategic 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.
Qualifications 'Bachelor s degree or the equivalent combination of education and experience is required. ' 12+ years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred..Applicable local/regional licenses or certifications as required by the business
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-Illinois-Oak Brook
Internal Jobcode: 70697
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431
Requisition Number: 1804648