CT Client Services Mgr Job
BNY Mellon - Cypress, CA

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CT Client Services Mgr (Job Number: 1300816)


The Client Services Manager has primary responsibility for the management of a larger number of smaller assigned portfolio of Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts. As the primary account representative, the Client Service Manager has client relationships and important clients which may be more single product servicing and therefore require limited client service coordination. The Client Service Manager is responsible for servicing the overall client relationship within the assigned portfolio. This shall include the day to day oversight of the assigned accounts, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and administering debt issuance including various less complex financing structures and services related to assigned corporate trust products. The Client Service Manager will also play a support role with the Senior Client Services Manager, Group Manager, Client Services, Relationship Manager and Sales group in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other intermediaries and industry professionals. Additionally, the Client Service manager will manage the relationships of specific assigned products, with the Portfolio Manager, Underwriter, Rating Agency, Accountants, Investors and Insurers) and work with their Group Manager to engage and participate in discussions regarding products and services delivered. This role is responsible for addressing client issues proactively, efficiently and to the satisfaction of the client (s). The role includes 1) strong service delivery, 2)servicing of client inquiries, escalation of client issues, conducting annual client reviews from a service delivery perspective, 3) the monitoring and administration of client service issues including SLA's, governing document guidelines and/or indenture guidelines, processing activities, overdrafts, and cash balances, 4) reporting and other activities including specialized client reporting, working with others on interfacing with Compliance, Audit, Risk and Legal, as well as to assist with and help respond to audit requests. The Client Services Manager will work in close communication and collaboration with the Business Managers, Client Administration, Client and Business Development, TMG as well as Business and Product Management to ensure the delivery of service excellence to our clients.


B.A./B.S. or 7+ years in financial services and corporate trust or capital markets managing accounts. Graduate Business Degree preferred. 10+ years experience with emphasis in global client service preferred.

Primary Location: United States-USA-CA-Cypress

Other Locations
: United States-USA-Texas-Houston, United States-USA-Texas-Irving, United States-USA-Texas-Dallas
Internal Jobcode: 31638
Job: Corporate Trust
Organization: Corporate Trust-HR06320

BNY Mellon - 19 months ago - save job - block
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