Client Service - M1 Manages a medium-sized client service team responsible for providing quality client experience on a daily basis. Maintains familiarity with industry best practices and maintains a small roster of clients. Coordinates and directs the daily operations of a client service team. Monitors work metrics and standards. Resolves team issues as required. Resolves complex or non-routine client issues or inquiries as needed. Maintains relationships with business teams to report client trends and needs. May use knowledge of client issues to contribute to business development efforts. Manages internal activities and initiatives designed to improve the client experience. 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. Manages a Client Administration team. Responsible for the achievement of team goals and objectives, talent management and supervision of team members. Team supports a selected number of client accounts ranging from moderate to highly complex..

Qualifications

Bachelors degree or the equivalent combination of education and experience is required with an MBA preferred. 4-5 years of total work experience with at least 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 70101
Job: Wealth Management
Organization: Family Office-HR15014
Requisition Number: 1916193