Specialist, Account Mgmt-PAS
Oversees assigned client accounts, ensuring satisfaction, swift response to client needs and efficient problem resolution. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned large, complex accounts and may guide other Account Managers to supplement service to the client. Incumbents have a fully developed broad knowledge base of Account Management and the firm's products/services and are often developing depth of expertise in a specialty/niche product or type of client. Proactively consult to accounts, ensuring continued client satisfaction and listening for cues on client needs. Advise on best practices, organization solutions and regulatory changes. Manage client projects across multiple business lines throughout the enterprise. Track and report on client metrics. Contribute to the identification and development of appropriate metrics. Acts as day to day point of contact for the client. Collaborates with Relationship Management to enhance the account strategy. 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 management. Directly manages client inquiries and facilitates resolution of problems within scope of knowledge. Researches and analyzes the business environment of assigned clients, industry trends and competitor services/ offerings. Contributes to the development of Account Management strategies/approaches for the use by the team/area. No direct reports; provides guidance and mentors less experienced Account Managers as needed. Responsibilities are primarily limited to own client accounts, however will contribute to the achievement of any team or area objectives. Focus is on large and/or complex accounts. Qualifications Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in Account Management preferred. Applicable FINRA licenses preferred (e.g., Series 7, 24, 63, etc.) in regulated areas of the firm. 20% travel.
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 & 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.
Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location:
United States-Colorado-Greenwood Village
Internal Jobcode:
09002
Job:
Customer/Client Service
Organization:
Pershing-HR06431
Requisition Number:
1707793
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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 & 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.
Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location:
United States-Colorado-Greenwood Village
Internal Jobcode:
09002
Job:
Customer/Client Service
Organization:
Pershing-HR06431
Requisition Number:
1707793
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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