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About the Role
This role is focused on building a foundation in relationship management within the Global Payments and Trade team, supporting strategic plans for client portfolios and identifying opportunities for account growth and retention.
Responsibilities
- Support the development and execution of strategic plans for new and existing client portfolios.
- Identify opportunities for account growth, revenue retention, and broader client engagement.
- Assist clients in aligning treasury solutions with their short- and long-term business goals.
- Understand how client relationships are managed across a global financial institution.
- Partner with senior Relationship Managers on complex relationships to build industry and client knowledge.
- Coordinate issue resolution and support client satisfaction.
- Participate in discussions around client strategy, service needs, and business priorities.
- Present firm services and product capabilities to clients.
- Research client issues, coordinate with internal partners, and drive resolutions.
- Develop subject matter expertise in a specific process, product, or client support area.
- Conduct frequent client check-ins and regular engagement focused on satisfaction and strategic alignment.
- Assess evolving client needs and identify ways to sustain and deepen engagement.
- Track and report on relationship strategy, portfolio activity, and client outcomes.
- Collaborate with business development, account management, and client service teams.
- Coordinate across teams to support a seamless client experience.
- Participate in service reviews, client training, and market update discussions.
- Support prospecting efforts within similar industries or client segments.
- Collaborate with cross-functional partners across marketing, legal, compliance, and other teams.
- Learn key onboarding and risk management processes, including KYC and BAC.
- Gain exposure to regulatory relationship management in some markets.
- Research client business environments, market trends, and competitor offerings.
- Support referral opportunities across 1BNY.
- Learn how relationship teams contribute to organic growth through revenue and asset expansion.
- Support the management of relationship profitability for smaller, less complex clients.
- Benefit from structured coaching, mentorship, and ongoing feedback.
- Take on meaningful responsibility while working in a collaborative, team-oriented environment.
Requirements
- Bachelors degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- A number of years of total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred.
- Prior experience in Relationship Management, Client Services or Account Management preferred.
Location
- London
Education Level
- Bachelors degree or equivalent
- Advanced/graduate degree preferred
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Focus on health
- Foster personal resilience
- Reach financial goals
- Generous paid leaves
- Paid volunteer time
About the Company
- BNY is 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.
- 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.