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Independently develops the strategic plan for managing and growing existing clientrelationships, with a focus on revenue growth and retention. Identifiesopportunities to evolve client business for incremental growth. Serves in aconsultative role to the client, advising on the best way to achieve short- andlong- term strategic objectives.. Has developed core understanding of thebusiness, its strategy and its products/services. May assist a more seniorRelationship Manager on large or complex accounts to gain additionalbreadth/depth of knowledge. Is the clients advocate and may serve as theultimate escalation point for client satisfaction. Consult with clients ontheir strategic vision and how the firm can help them achieve that vision. Developsrelationships with internal SMEs and works closely with them to educate clientsabout enterprise services/solutions that solve client challenges and achieve growth.Research client issues and bring to resolution. May be assigned as owner/expertof a particular process or product. Conduct frequent and regular check-ins withassigned clients, ensuring their continued satisfaction ensuring continuedsatisfaction and strategic alignment with firm services/solutions. Continuallyevaluate client needs and ensure sustained client engagement. Develop, trackand report on relationship strategy/results for assigned client portfolio. Keepabreast of client activity occurring throughout the firm and may serve as theultimate escalation point for client satisfaction. Conduct service review meetingsand assist in client training, sharing of market information/experience. Mayassist with prospecting new clients in a similar industry or segment ofexisting clients. May work with other Relationship Managers and/or marshalfirm-wide resources (marketing, legal, compliance, etc.) to ensure client needsare being addressed and to proactively inform clients of industry developmentsor firm thought leadership. Ensures client onboarding and/or risk managementactivities are conducted and captured (KYC, BAC, etc.) Research and analyze thebusiness environment of assigned clients, industry trends and competitorservices/ 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 receiveadvice and coaching from senior team members/management.
Bachelors 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. Primary Location: United States-USA-Florida-Lake Mary Work Locations: Job: Customer/Client Service Organization: BNY MELLON