Specialist, Client Service

**Who we are**:
For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity.

BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:

- Managing the custody of approximately $37 trillion financial assets of the world’s leading institutional investors, hedge funds, sovereign wealth funds, and corporates
- Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes
- Providing collateral, liquidity, and funding for the world’s largest banks through our markets franchise
- Serving family offices and high net worth individuals through our wealth management franchise
- Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
- Advising large global corporations on a range of trust and other solutions
- Providing integrated managed data services to asset managers

**What we do**:
The Client Services team has primary responsibility for the management of a large number of Corporate Trust Clients and serves as the key day-to-day contact. The Client Service Manager (CSM) is responsible for servicing the overall Client relationship within their portfolio, ensuring delivery of our contract obligations and acting as an escalation point for both internal and external clients. Key Responsibility for building Client Partnerships.

The CSM will possess strong decision-making and organizational skills and will communicate effectively with internal shared service partners and with internal and external clients. The CSM will also actively assist the with developing and driving new strategic plan initiatives.
- Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
- Lead and participate in Client Meetings and ensure minutes and follow up items are closed out
- Develop strong working relationships with Front Office Relationship Managers, colleagues within the Transaction Management group and our Operations teams.
- Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
- Employee Development: Key role in training of support team on Client and deal specific requirements
- Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
- Serve as an escalation point and communicate effectively with other internal shared services, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management

**Experience & Qualifications**:

- Experience in Corporate Trust or related financial markets/securities industry experience and in financial services industry.
- Strong Client Management Experience
- Strong Financial Services Technical Skills
- Bachelors degree or the equivalent combination of education and experience is required.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

**BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.**

**Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.