BNY

Vice President, Client Service

BNY

full-time

Posted on:

Location Type: Hybrid

Location: Berwyn • Pennsylvania • United States

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Job Level

Lead

About the role

  • Develop strong client relationships
  • Manage client master agreements and list of services
  • Manage customer needs, business drivers and service requirements
  • Articulate best practices and make business process recommendations
  • Drive regular client meetings/calls with project updates, ongoing status, and platform updates
  • Expand the scope of existing business relationships
  • Coordinate new business development efforts, accelerate revenue
  • Mentor less tenured staff and coordinate training sessions

Requirements

  • BA/BS degree in Accounting, Finance, or related field preferred or the equivalent combination of education and experience is required
  • Experience managing client relationships with operational leadership clients and/or other C-suite clients
  • SMA experience or experience working with sponsor / custodian programs
  • Prior experience working as key contact for project delivery
  • 7 or more years of experience in a related financial services role(s)
  • Exceptional client service, advocacy, problem-solving and relationship development skills
  • Expertise in coordinating across functional teams
  • Excellent verbal and written communication skills
  • Adept at prioritization of multiple tasks
  • Outstanding organizational and follow up skills are a must
  • Motivated to work effectively among a team of professionals and operate with minimal oversight
Benefits
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
  • We provide access to flexible global resources and tools for your life’s journey.
  • Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves—including paid volunteer time—that can support you and your family through moments that matter.
Applicant Tracking System Keywords

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

Hard Skills & Tools
BA/BS degreeAccountingFinanceSMA experienceproject deliveryfinancial services
Soft Skills
client serviceadvocacyproblem-solvingrelationship developmentcommunicationprioritizationorganizational skillsteamworkmentoring