Account Management - IC4
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.
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-Illinois-Oak Brook
Internal Jobcode: 70004
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431
Requisition Number: 1817553