Senior Associate, Relationship Associate

4 weeks ago

Lake Mary, Florida, United States BNY Mellon Full time
Job Summary

We are seeking a highly motivated and experienced Senior Associate, Relationship Associate to join our team at BNY Mellon. The successful candidate will be responsible for developing and executing strategic plans to manage and grow existing client relationships, with a focus on revenue retention.

Key Responsibilities
  • Develops strategic plans for managing and growing existing client relationships
  • Identifies opportunities for incremental account growth
  • Serves as a consultative advisor to clients, advising on the best way to achieve short- and long-term strategic objectives
  • May assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge
  • Is the client's advocate and may serve as the ultimate escalation point for client satisfaction
  • Consults with clients on their strategic vision and how the firm can help them achieve that vision
  • Promotes firm services/product offerings that solve client challenges and achieve account growth
  • Researches client issues and brings them to resolution
  • May be assigned as owner/expert of a particular process or product
  • Conducts frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings
  • Continually evaluates client needs and ensures sustained client engagement
  • Develops, tracks, and reports on relationship strategy/results for assigned client portfolio
  • Works closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
  • Keeps abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction
  • Conducts service review meetings and assists in client training, sharing of market information/experience
  • May assist with prospecting new clients in a similar industry or segment of existing clients
  • May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
  • In some regional/local markets, may manage relationships with regulators directly
  • Researches and analyzes the business environment of assigned clients, industry trends, and competitor services/offerings
  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio
  • Manages overall relationship profitability of small, non-complex clients
  • Continues to receive advice and coaching from senior team members/management
  • No direct reports. In some regions, may have oversight over client services
Requirements
  • Bachelor's degree or the equivalent combination of education and experience is required
  • Advanced/graduate degree preferred
  • 2-3 years of total work experience preferred
  • Financial Services experience preferred
  • Prior experience in Relationship Management, Client Services, Account Management, or Product Management preferred
About BNY Mellon

BNY Mellon is a global financial services company with a rich history of innovation and excellence. We are committed to building a diverse and inclusive workplace that values the perspectives and contributions of all employees. We offer a range of benefits and rewards to support the well-being and career development of our employees, including flexible global resources and tools, access to training and development opportunities, and a comprehensive compensation package.

We are an Equal Employment Opportunity/Affirmative Action Employer and welcome applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment and where all employees feel valued, respected, and supported.

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