Vice President, Client Service Manager I
2 months ago
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.
As a leading wealth manager, BNY 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 Wealth Management team. This role can be located in Dallas TX, Denver CO, Houston TX, or Chicago IL - Hybrid eligible.
In this role, you’ll make an impact in the following ways:
- 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.
- Coordinates and directs the daily operations of a client service team.
- Monitors work metrics and standards; resolves team issues as required.
- Resolves complex or non-routine client issues or inquiries as needed.
- Maintains relationships with business teams to report client trends and needs; may use knowledge of client issues to contribute to business development efforts.
- 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.
- Manages a Client Administration 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.
To be successful in this role, we’re seeking the following:
- 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.
Our Benefits and Rewards:
BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr
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