BNY Mellon Careers

Principal, Account Management

Lake Mary, Florida
Customer/Client Service

Job Description

Independently manages 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 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 collaboration 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. 


Bachelors 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
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: 70697
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431
Requisition Number: 1906795