Vice President, Client Service Management

BNY Mellon • New York, NY

10h • $69,000 - $120,000

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 coordinates account onboarding, servicing, change activity, and offboarding while partnering with internal teams to meet client needs and timelines. It calls for strong organizational, communication, and problem-solving skills, the ability to work independently and collaboratively, and a focus on process improvement, efficiency, and a strong control environment.

The role provides day-to-day service for a designated client base, acts as a client contact for account-related matters, coordinates responses and issue resolution, and supports client meetings and requests. It maintains client information and records through the client lifecycle, completes ongoing KYC/AML reviews, and carries out work in line with team procedures and risk controls.

BNY describes its culture as supporting employee growth and success and highlights its use of AI and other technologies to collaborate with clients. The company offers competitive compensation, benefits, and wellbeing programs, with details dependent on the position and eligibility.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required.
• 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 the 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 preferred.
• 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.

Benefits

• Competitive compensation and benefits and wellbeing programs.
• Generous paid leaves, including paid volunteer time.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Other benefits may include paid time off such as vacation and sick time, depending on the position offered.
• Eligible employees may receive an annual discretionary incentive award.

What This Job Offers

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