Senior Associate, Relationship Associate

3 weeks ago

New York, New York, United States BNY Mellon Full time
About the Role

We are seeking a highly skilled and motivated Senior Associate, Relationship Associate to join our Treasury Services Relationship Management and Business Development team. This role is located in New York, NY or Pittsburgh, PA - Hybrid.

Key Responsibilities
  • Oversee assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation, and KYC responsibilities.
  • Consult 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 firm's products/services.
  • Proactively consult 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.
  • 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.
Requirements
  • Bachelor's 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.
About BNY Mellon

BNY Mellon is 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. Our culture empowers you to grow and succeed. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace.

We offer 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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