Senior Associate, Relationship Associate

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Senior Associate, Account Management to join our Treasury Services Relationship Management and Business Development team. This role is located in New York, NY or Pittsburgh, PA - Hybrid.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities.
Consults with clients on best practices, solutions and regulatory changes to support client engagement.
Assigned accounts are typically small and non-complex, often a single product.
Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services.
Incumbent may receive guidance from a more experienced Account Manager.
Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs.
Tracks and reports on client metrics.
Acts as day-to-day point of contact for the client.
Keeps abreast of client account activity occurring throughout the firm.
Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.
Assists with managing client inquiries and resolves problems within scope of knowledge.
Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings.
Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager. No direct reports.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelors degree or the equivalent combination of education and experience is required
3-5 years of total work experience preferred.
Experience in Account Management or Client Service Delivery preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023