Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue growth and retention. Identifies opportunities to evolve client business for incremental growth. Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.. Has developed core understanding of the business, its strategy and its products/services. May assist a more senior Relationship Manager on large or complex accounts to gain additional 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. Develops relationships with internal SMEs and works closely with them to educate clients about enterprise services/solutions that solve client challenges and achieve 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/solutions. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Keep abreast of client 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.) Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings. No direct reports. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of clients. Continues to receive advice and coaching from senior team members/management.
QualificationsBachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 years of total work experience 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. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
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: 70059
Job: Customer/Client Service
Organization: Pershing Domestic-HR06431
Requisition Number: 1914891