Full-Time
Vice President
Client Service Management
Posted on 9/24/2025
BNY
Global asset management and financial advisory
No salary listed
Lake Mary, FL, USA
In Person
 Finance & Banking (1) |
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- Bachelor’s degree or the equivalent combination of education and experience is required
- Strong analytical and communication skills
- 7-10 years of total work experience with at least 0-1 years of management experience preferred
- Serves as a point of contact to clients on service issues and assists in developing strategy to deliver world-class client service across multiple products
- Collaborates with clients and internal stakeholders to align client needs with BNY's commercial strategy
- Proactively partners with Client Service Data, Insights & Analytics to improve service by identifying trends, themes, and suggesting opportunities
- Provides exceptional service to meet client expectations across all products and services
- Serves as primary point of contact and delivers end to end client service and monitors client satisfaction
- Work with clients to resolve complex issues across multiple products; manage issues / incidents (reactive) and collaborates with internal partners to resolve issues, as needed (Operations, Client Coverage, Product, and Technology)
- Execute service commitments and help evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes)
- Gain a solid understanding of client's business which will help identify possible opportunities to make it easier for clients to engage with us
- In conjunction, help identify possible opportunities for continuous service improvement, including digital adoption to foster the overall culture
- Contribute to client growth by helping to identify possible opportunities for their success - resulting in protecting revenue of existing clients and identifying possible opportunities to support Client Coverage via service-led sales
- Partners with internal business partners throughout the organization in support of achieving intended outcomes
- May engage in client service activities related to client service or sales support, including creation of RFPs, KPIs or client documents
- May attend conferences, seminars, industry events and client meetings
- Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team
- MBA preferred
- Licensing preferred - SIE (Securities Industries Essentials), FINRA Series 7
- Client Service experience preferred
- Financial Services experience preferred
- Retirement account expertise preferred
- 0-1 years of management experience preferred
BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.
Company Size
N/A
Company Stage
Post IPO Equity
Headquarters
New York City, New York
Founded
1784
Simplify's Take
What believers are saying
- Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
- Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
- Liontrust outsources trading to BNY's solutions across 100 global markets.
What critics are saying
- BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
- Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
- Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.
What makes BNY unique
- BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
- BNY provides multi-generational family office services for complex holdings management.
- BNY offers global custody and tailored lending for high-net-worth individuals.
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Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
Bank of New York to close Poole office, affecting 200 jobs.
The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.
/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...
AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.
Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.