BNY

Vice President, Client Service Lead, Conventional Trust

BNY

full-time

Posted on:

Location Type: Hybrid

Location: Lake Mary • Florida • Pennsylvania • United States

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Job Level

Senior

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

  • 5-7 years operations, client service, or relationship management experience in Corporate Trust or related financial services industry.
  • Bachelor's degree or the equivalent combination of education and experience is required with an MBA preferred.
  • 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.
Benefits
  • Highly competitive compensation
  • Benefits and wellbeing programs
  • Generous paid leaves, including paid volunteer time
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client retention strategiesclient health metricsrelationship managementproblem-solvingnegotiationstrategic analysisoperational processesCorporate Trust products
Soft Skills
communicationclient-obsessed mindsetservice excellencerelationship buildingproactive servicesolution-orientedcollaborationadvocacy
Certifications
Bachelor's degreeMBA