Vice President, Client Service Lead, Conventional Trust
BNY Mellon
Lake Mary, FL, United States
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Client retention strategies
Monitor client health
Collaborate with internal stakeholders
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BNY Mellon is seeking a Vice President, Client Service Lead for its Conventional Trust business, responsible for managing high-value client relationships and ensuring exceptional service delivery. The role requires strong experience in operations or client service within the financial services sector, and it offers competitive compensation and benefits in a culture focused on innovation and excellence.
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Job Summary
BNY’s 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.
Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Matching Summary
Match Score: 75
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BNY Mellon is seeking a Vice President, Client Service Lead for its Conventional Trust business, responsible for managing high-value client relationships and ensuring exceptional service delivery. The role requires strong experience in operations or client service within the financial services sector, and it offers competitive compensation and benefits in a culture focused on innovation and excellence.
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Skills & Requirements
Must-have
Client retention strategies
Monitor client health
Collaborate with internal stakeholders
Anticipate client needs
Uphold governance and compliance
Nice-to-have
Client-obsessed mindset
Passion for service excellence
Unreasonable hospitality
Key Requirements
5-7 years operations, client service, or relationship management experience
Bachelor's degree or equivalent experience
MBA preferred
Proven track record of client retention and satisfaction