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Vice President, Client Service Manager I

Employer
BNY Mellon
Location
Bloomfield, Pennsylvania, US
Salary
Competitive
Closing date
Jun 24, 2024

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Sector
Consultancy/Private Sector
Field
Conservation science
Discipline
Finance
Salary Type
Salary
Employment Type
Full time
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the worlds top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Vice President, Client Service Manager I to join our team. This role can be located in Pittsburgh, PA, and is eligible for a hybrid work arrangement.

In this role, you'll make an impact in the following ways: .
  • Play a key role in supporting the private bankers and operational teams with administrative functions to ensure the effectiveness and efficiency of work processes, technologies, and operational excellence methodologies.
  • The incumbent must have an extensive understanding of service standards and all administrative processes performed within Private Banking to proactively respond to inquiries and requests and keep management apprised of critical issues.
  • Manages a medium-sized client service team responsible for providing quality client experience on a daily basis. Maintains familiarity with industry best practices and maintains a small roster of clients.
  • Manage all data security related solutions within Private Banking as well as manage other project activities assigned by the Project Sponsor as needed
  • Coordinates and directs the daily operations of a client service team. Monitors work metrics and standards; resolves team issues as required.
  • Maintains relationships with business teams to report client trends and needs; may use knowledge of client issues to contribute to business development efforts.
  • Serve as the Subject Matter Expert (SME) to internal business partners (Audit & Risk, Technology, and Compliance) and will work closely with the Senior Information Risk Officer, System Role Engineers, Global Access Management Operations (GAMO) and Global Technology regarding systems (hardware and software) and system access processes.
  • Manage the internal document control process for Private Banking by ensuring internal control measures are adhered to and properly enforced, and ensuring strict adherence to regulatory and compliance requirements
  • Manages internal activities and initiatives designed to improve the client experience.
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
  • Responsible for the achievement of team goals and objectives, talent management and supervision of team members. Team supports a selected number of client accounts ranging from moderate to highly complex.

Qualifications:
  • Bachelor's degree or the equivalent combination of education and experience is required with an MBA preferred.
  • 4-5 years of total work experience with at least 0-1 years of management experience preferred.
  • Experience in an operational area and/or client services preferred.
  • Possess strong PC skills with proficiency in Word, PowerPoint, and Excel

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion, Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change ‘A List'
  • Forbes Blockchain 50

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

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