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Senior Associate, Relationship Associate

1 month ago

Pittsburgh PA United States BNY Full time

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 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 Lake Mary, FL or Pittsburgh, PA

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,
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score,
  • "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

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.