Client Engagement Specialist

2 months ago

London, Greater London, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full time
Overview of Asset Management Services

The Bank of New York Mellon's Asset Management Services division is committed to enhancing clients' investment strategies and ensuring the security of their assets globally. As a trusted collaborator in investment success, we focus on providing operational solutions and expertise tailored to the current market, improving the oversight and administration of investments worldwide.

Position: Client Engagement Specialist at The Bank of New York Mellon

Key Responsibilities:

  • Client Relationship Development:
    • Foster client relationships primarily through regular interactions.
    • Support internal coordination of deals and act as a bridge between product teams and client engagement for customized solutions.
    • Coordinate with internal stakeholders to ensure timely and accurate responses to client inquiries.
    • Assist in preparing presentations for clients.
    • Collaborate with Corporate Marketing for the development of materials presented to clients.
  • Strategic Client Initiatives:
    • Identify and cultivate new business opportunities while sustaining existing revenue channels.
    • Deliver exceptional customer service through thorough research, analytics, and effective coordination.
    • Meet organic growth targets within the designated client portfolio.
    • Compile and maintain departmental reports and business summaries.
    • Spot opportunities for account expansion and advocate for the firm’s services and product offerings.
  • Administrative Duties:
    • Ensure the integrity of the CRM database through diligent maintenance.
    • Research, develop, and execute client account strategies.
    • Update client records in compliance with Know Your Customer (KYC) regulations.

Qualifications:

  • A bachelor's degree or an equivalent combination of education and experience.
  • Relevant work experience in Client Engagement, Relationship Management, or Account Services.
  • Local or regional licenses or certifications as required by the role.

What We Offer:

  • Opportunities for career advancement and mobility within a culture that values people.
  • Clearly defined pathways for personal and professional development.
  • A flexible benefits package that includes life and health insurance, wellness programs, and employee support services.
  • Engagement in community service projects and Employee Resource Groups (ERGs).
  • A Wellbeing Program tailored to meet diverse health and wellness needs.

At The Bank of New York Mellon, our commitment to an inclusive culture is evident in our recognition for diversity, inclusion, and workplace initiatives. Join our team to excel, enjoy a balanced work-life experience, and thrive in a supportive atmosphere.

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