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Account Management - IC2 Oversees assigned client accounts,ensuring satisfaction, timely response to client needs, efficientproblem resolution, contract and operational compliance, risk mitigation and KYCresponsibilities.
Consults with clients on best practices, solutions andregulatory changes to support client engagement.
Incumbents are gaining experience in account management andmastering the basics of the discipline and the firms products/services.
Incumbent will receive guidance from one or more experienced AccountManagers.
Proactively consults small, non-complex client accounts,ensuring continued client satisfaction and listening for cues on client needs.
Tracks and reports on client metrics.
Acts as day-to-day point of contact for the client.
Keeps abreast of client account activity occurring throughoutthe firm.
Liaises with relevant operations contacts (internally andexternally) to coordinate service to the client.
Escalates relevant issues to senior team members ormanagement.
Ownership of managing client inquiries and resolves problemswithin scope of knowledge. Gains understanding of the business environment ofassigned clients, industry trends and competitor services/offerings.
No direct reports. Responsibilities include ownership ofassigned accounts as well as familiaritywith all region client accounts. May provide secondary support on alarge or key account under the guidance of a more senior AccountManager. Bilingual in Spanish preferred
Qualifications Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery 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.
Broker-Dealer and Advisor Services helps clients unlock value from their securities holdings by developing the innovative technologies, solutions and client services that make a difference in an evolving marketplace. We are focused on helping our clients around the world take advantage of the unique perspective that comes from clearing and settling equity and fixed income transactions in more than 100 markets, and managing more than $2 trillion in global collateral (including tri-party repo collateral). By enhancing clients' understanding of market opportunities, we help them achieve investment success. Our operations are backed by the power of BNY Mellon, whose global footprint and deep expertise deliver insight-driven solutions for every phase of investing. Our clients look to us for our global reach, nuanced understanding and operational excellence as we deliver securities clearance to financial institutions and corporations worldwide.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New Jersey-Jersey City Internal Jobcode: 70006 Job: Operations Organization: CCM-HR08411 Requisition Number: 1803355