B

BNY

Safeguards and moves assets for investors

Relationship Management Associate

Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and experience is required.

Responsibilities

  • Support the development and execution of strategic plans for new and existing client portfolios.
  • Identify opportunities for account growth, revenue retention, and broader client engagement.
  • Help clients align treasury solutions to their short- and long-term business goals.
  • Partner with senior Relationship Managers on larger or more complex relationships.
  • Help coordinate issue resolution and support client satisfaction.
  • Participate in client conversations about strategy, service needs, and business priorities.
  • Present firm services and product capabilities to address client challenges and support growth.
  • Research client issues, coordinate with internal partners, and help drive resolutions.
  • Develop expertise over time in a specific process, product, or client support area.
  • Conduct frequent client check-ins and regular engagement focused on satisfaction and strategic alignment.
  • Assess evolving client needs and identify ways to sustain and deepen engagement.
  • Track and report on relationship strategy, portfolio activity, and client outcomes.
  • Work with business development, account management, and client service teams to execute relationship strategies.
  • Coordinate across teams to support a seamless client experience.
  • Participate in service reviews, client training, and market update discussions.
  • Support prospecting efforts within similar industries or client segments.
  • Collaborate with marketing, legal, compliance, and other teams to support clients.
  • Learn key onboarding and risk management processes, including KYC and BAC.
  • In some markets, support regulatory relationship management and understand local engagement with regulators.
  • Research client business environments, market trends, and competitor offerings.
  • Support referral opportunities across 1BNY through Commercial Learning Services.
  • Support organic growth through revenue and asset expansion within an assigned portfolio.
  • Support management of relationship profitability for smaller, less complex clients.

Desired Qualifications

  • An advanced or graduate degree is preferred.
  • Prior work experience is preferred; no specific number of years is stated.
  • Financial Services experience with a particular client type or product, such as hedge funds or pensions, is preferred.
  • Prior experience in Relationship Management, Client Services, or Account Management is preferred.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

Recently Posted Jobs

Explore more opportunities at BNY

See more jobs