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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and service delivery within institutional financial services, with a focus on Separately Managed Accounts (SMAs). Strong problem-solving and communication skills are essential for aligning client needs with business strategies and enhancing client satisfaction.
Highest-signal resume keywords
Client Relationship ManagementSeparately Managed Accounts (SMAs)Problem-Solving AbilitiesVerbal and Written Communication SkillsInstitutional Financial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Service Strategy DevelopmentData AnalysisIncident ManagementService Level Agreement (SLA) ManagementClient Satisfaction Monitoring
Soft Skills
CollaborationEffective CommunicationClient Engagement
Certifications & Qualifications
Bachelor's Degree in FinanceBachelor's Degree in Business AdministrationMBA (Preferred)
Industry Keywords
Institutional Financial ServicesClient Service ModelMulti-Product IssuesClient Growth Opportunities
About the role
Key responsibilities & impact- Serve as a client point of contact for service issues
- Assist in developing strategies to deliver world-class client service across multiple products
- Collaborate with clients and internal stakeholders to align client needs with BNY's commercial strategy
- Partner with Client Service Data, Insights & Analytics to identify trends and improve service
- Provide exceptional service across products and services
- Deliver end-to-end client service and monitor client satisfaction
- Resolve complex multi-product issues and manage incidents with internal partners across Operations, Client Coverage, Product, and Technology
- Execute service commitments and help evolve the client service model, including SLA changes
- Develop understanding of clients' businesses to identify engagement opportunities
- Contribute to client growth by identifying opportunities for client success
Requirements
What you’ll need- 5-7 years of related work experience
- Institutional financial services experience
- Strong exposure to Separately Managed Accounts (SMAs)
- Strong client relationship management skills
- Excellent problem-solving abilities
- Effective verbal and written communication skills
- Bachelor's degree in Finance, Business Administration, or a related field, or equivalent combination of education and experience
- Advanced degree (e.g., MBA) preferred
Benefits
Comp & perks- Highly competitive compensation
- Medical, dental, vision, and basic life insurance plans for the employee and eligible dependents
- 401(k) plan
- Paid time off, including vacation and sick time
- Paid volunteer time
- Flexible global resources and tools
- Wellbeing programs
- Annual discretionary incentive award eligibility
