With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities for incremental account growth.
Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex. May assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge.
Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
Consult with clients on their strategic vision and how the firm can help them achieve that vision.
Promote firm services/product offerings that solve client challenges and achieve account growth.
Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluate client needs and ensure sustained client engagement.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
Conduct service review meetings and assist 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.).
Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings.
Bachelor's degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
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.