CT Assoc Client Service Mgr (Job Number: 1302009)
The Associate Client Services Manager's primary purpose is to provide support to the Senior Client Services Managers and Client Service Managers to assist in the daily administration and coordination of assigned clients/accounts. In some cases, the Associate Client Services Manager may manage smaller or pooled client service relationships. As the primary support account representative, the Associate Client Service Manager is responsible for assisting with the servicing of the overall client relationship within assigned portfolios. This shall include the assisting with 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 monitoring of documents associated with administering debt issuance including various financing structures and services related to assigned corporate trust products. This role is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client often acting independent of the Senior Client Service Manager and/or Client Service Manager(s). The role includes 1) servicing of client inquiries, escalation of client issues, assisting with conducting annual client reviews from a service delivery perspective, 2) the monitoring and administration of client service issues including SLA's, governing document guidelines and/or indenture guidelines, processing activities, overdrafts, and cash balances, 3) preparing reporting and other activities including specialized client reporting, interfacing with Compliance, Audit, Risk and Legal, as well as to manage and respond to audit requests. The Associate Client Services Manager will work in close communication and collaboration with the Senior Client Services Manager, Client Services Manager, 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. Graduate Business Degree preferred. 3-4 years+ in financial services and corporate trust or capital markets managing accounts. 4+ years experience with emphasis in global preferred.
Primary Location: United States-USA-Florida-Jacksonville
Internal Jobcode: 31639
Job: Corporate Trust
Organization: Corporate Trust-HR06320
BNY Mellon: Invested.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets...