Analyst – Institutional Client Services
TD
Director, Client Service Executive
BNY
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
- Develop and execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities.
- Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions.
- Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues.
- Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities.
- Anticipate client needs and stay informed on market trends, regulatory changes, and BNY initiated change, proactively offering insights and solutions.
- Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements.
- Uphold the highest standards of governance, risk management, and compliance in every client interaction.
Requirements
- 10+ years of client service or relationship management experience in the Corporate Trust or related financial services industry.
- Proven track record of client retention and satisfaction, with a strong focus on long-term relationship building.
- Exceptional communication, negotiation, and problem-solving skills.
- Strategic mindset with the ability to analyze client health metrics and translate insights into action.
- Deep understanding of Corporate Trust products, market dynamics, and operational processes.
- Client-obsessed mindset with a passion for delivering service excellence and unreasonable hospitality.
