Job Description

Director, Client Service Executive

We9re seeking a future team member for the role of Director, Client Service Executive to join our Corporate Trust team. This role is located in Lake Mary, FL or Pittsburgh, PA.

What we do:

BNY9s Corporate Trust business plays a critical role in the global financial markets by serving as a trusted, neutral third party to issuers and investors in debt capital markets transactions. We provide fiduciary and agency services for a wide range of debt structures, including corporate and municipal bonds, structured finance, project finance, and loan syndications. Acting as trustee, paying agent, registrar, escrow agent, and more, we ensure the integrity of transactions by safeguarding assets, managing complex payment flows, and upholding contractual obligations. Our clients include corporations, municipalities, financial institutions, and governments worldwide. Through our expertise, technology, and commitment to excellence, BNY helps clients navigate the complexities of debt issuance, meet their regulatory and reporting requirements, and build long-term trust with their stakeholders.

Summary: Seeking an experienced Client Service Executive with 10-15 years in client relationships and Corporate Trust, focused on outstanding client service, retention, and long-term success. Known for a client-obsessed approach, fostering trusted partnerships, and aligning service delivery with strategic client goals.

Key Responsibilities:

• Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
• Develop an execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities.
• Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions.
• Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues.
• Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities.
• Anticipate client needs and stay informed on market trends, regulatory changes, and BNY initiated change, proactively offering insights and solutions.
• Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements.
• Uphold the highest standards of governance, risk management, and compliance in every client interaction.

Skills & Qualifications:

• 10-15 years of client service or relationship management experience in the Corporate Trust or related financial services industry with at least 3-5 years of management experience preferred. Experience in an operational area and/or client services preferred.
• Bachelor9s degree or the equivalent combination of education and experience is required with an MBA preferred.
• Proven track record of client retention and satisfaction, with a strong focus on long-term relationship building.
• Exceptional communication, negotiation, and problem-solving skills.
• Strategic mindset with the ability to analyze client health metrics and translate insights into action.
• Deep understanding of Corporate Trust products, market dynamics, and operational processes.
• Client-obsessed mindset with a passion for delivering service excellence and unreasonable hospitality.

Core Competencies:

• Client Advocacy
• Relationship Management and/or Service Management
• Problem Resolution
• Strategic Planning
• Risk & Compliance Awareness
• Cross-Functional Collaboration

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee9s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an 4at will4 position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.