Vice President, Client Service Management

BNY Mellon • New York, NY

3d

About The Position

As a key member of the Client Service team, the Vice President, Client Service Management supports relationship management and day-to-day servicing for a diverse client base, including institutional and retail clients. The role helps deliver a high-quality client experience by coordinating account onboarding, servicing, change activity, and offboarding while partnering with internal teams to meet client needs and timelines. It requires strong organizational, communication, and problem-solving skills, the ability to work independently and collaboratively, and a focus on improving processes, efficiency, and controls.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 3–5 years of experience in the investment management industry.
• Strong verbal and written communication skills.
• Strong organizational skills, including the ability to prioritize and manage multiple activities in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Attention to detail and ability to work effectively under pressure and to tight deadlines.
• Proficiency in Microsoft Office applications.

Nice To Haves

• Experience supporting institutional and/or retail clients.
• Experience with client onboarding, servicing, and account maintenance processes.
• Familiarity with KYC/AML review requirements.
• Series 7 and 63 licenses.
• Experience using Salesforce or similar CRM platforms.
• Confident, credible, and effective in meetings and discussions.
• Proactive, collaborative, and team-focused approach.
• Ability to work independently while maintaining strong partnership across teams.
• Demonstrated ownership and accountability for deliverables and outcomes.
• High energy, self-motivation, and a focus on continuous improvement.

Responsibilities

• Project manage account onboarding, client change activity, and offboarding with clients and internal teams to meet agreed timelines and expectations.
• Provide day-to-day service for a designated client base, including cash flow processing, account changes, custodial changes, new instrument setup, and client communications.
• Serve as a point of contact for clients on account-related matters and coordinate internally to support timely responses and issue resolution.
• Coordinate and complete ad hoc reporting, periodic client and consultant due diligence questionnaires, and annual audit requests within required deadlines.
• Complete ongoing KYC/AML reviews.
• Participate in and/or lead committee and ad hoc meetings as required.
• Maintain accurate client information and account records in Salesforce throughout the client lifecycle.
• File and organize client documentation within central recordkeeping locations.
• Support client meeting preparation and attend meetings as needed.
• Execute work in line with established team procedures and proactively recommend enhancements and process improvements.
• Demonstrate risk awareness and support an appropriate control framework across client servicing activities.
• Develop a detailed understanding of clients and the environment in which solutions are delivered.
• Support ad hoc projects, including coordination with other areas of the firm where needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior