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About the Role
Serve as the key daily contact for an assigned client portfolio, representing the firm and contributing to client satisfaction. Proactively evaluate client needs, manage operational and administrative setup, and track client requests. Contribute knowledge to internal initiatives and collaborate with internal teams to provide optimal service and resolve complex issues.
Responsibilities
- Serves as the key daily contact person for assigned client portfolio – represents the firm directly and is a main contributor to client satisfaction and perception of BNY. Visits clients in person as required.
- Continually evaluates client needs across a broad spectrum of topics and proactively drives client engagement – receives client feedback and is therefore a key escalation point.
- Lead person for the instruction and management of client operational and administrative setup, particularly during client onboarding.
- Tracks and reports on client needs and requests for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps.
- Contributes knowledge (both internal technical knowledge, and client knowledge) to internal initiatives to improve systems, products, and processes.
- Collaborate with Service Director Team, Relationship Manager and Client Service colleagues to share best practice, seek and provide support, and identify where clients from respective portfolios can/are working together to ensure optimal service.
- Supports and informs the client on the availability and use of the BNY systems and products as appropriate.
- Engage with other team members across the division in providing support to clients on addressing and resolving complex operational and technical issues and ensuring requests are executed.
- Applies advanced problem- solving skills, judgement, and extensive experience to analyze information.
- Use communication skills to deliver high-quality service to a specialized client base.
- Provides key individuals at assigned clients information related to BNY Mellon products and services
Requirements
- Bachelor's degree or the equivalent combination of experience (Broker Dealer business) is required.
- Experience developing new relationships with prospective and existing clients.
- Self-motivated with proven commitment to client focus and lean thought process
- Strong communication skills written, verbal and effective listening skills
- Ability to be cross-fungible and multitask under pressure
- Able to adapt to changing environment and business/organizational demand
- Ability to rally the broader organization to solve complex problems and meet the expectations of our clients
Skills
- AI
- advanced technology
- client engagement
- client onboarding
- problem-solving
- communication skills
- written communication
- verbal communication
- listening skills
Location
- London
Work Type
- Onsite
Experience Level
- Associate
Education Level
- Bachelor's degree
Benefits
- Highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- Focus on your health
- foster your personal resilience
- reach your financial goals
- generous paid leaves
- paid volunteer time
About the Company
- BNY's culture allows us to run our company better and enables employees’ growth and success.
- A leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets.
- Teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
- Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent.
- Together, we power the future of finance.
- BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html]
- BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all]
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Equal Opportunity
- BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.