Specialist, Account Management
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 firm's 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 analyses 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. Bachelor's 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. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients, and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.