Senior Vice President, Client Service Executive - Government Solutions

BNY Mellon

• $166K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years in client service or relationship management, specifically in Corporate Trust or financial services.
  • Bachelor's degree required; MBA is preferred.
  • Proven history of client retention and satisfaction, emphasizing long-term relationships.
  • Strong communication, negotiation, and problem-solving abilities.
  • Strategic thinker who can analyze client health metrics effectively.
  • Solid understanding of Corporate Trust products and market conditions.
  • Client-obsessed mindset, dedicated to service excellence.

Responsibilities

  • Serve as primary service escalation for a portfolio of high-value clients, ensuring proactive service.
  • Develop and implement client retention strategies to enhance loyalty and engagement.
  • Monitor client health through reviews and metrics, addressing risks with preventative measures.
  • Collaborate with internal teams to provide seamless client service and resolve complex issues.
  • Work with sales and relationship management teams to foster service success and identify commercial opportunities.
  • Anticipate client needs by staying updated on market trends and regulatory changes, providing actionable insights.
  • Advocate for client interests in internal discussions on product and service enhancements.

Benefits

  • Work in a flexible location: Lake Mary, FL, Washington, DC, or New York, NY.
  • Opportunities for professional development and career progression.
  • Exposure to a high-value client portfolio with significant impact.
  • Collaborative work environment with cross-functional teams.
  • Focus on client advocacy and service excellence, enhancing job satisfaction.
Full Job Description
Job Description

We're seeking a future team member for the role of Senior Vice President, Client Service Executive - Government Solutions to join our Corporate Trust team. This role is located in Lake Mary, FL, Washington, DC, or New York, NY.

Summary: Seeking an experienced Client Service Executive with 7-10 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:
  • 7-10 years of client service or relationship management experience in the Corporate Trust or related financial services industry. Experience in an operational area and/or client services preferred.
  • Bachelor's 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

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