Client Service Manager overseeing 401(k) compliance and nurturing client relationships. Managing compliance testing and ensuring seamless service delivery with a focus on financial wellness.
About the role
- Vice President, Client Service driving strong client relationships and managing service agreements in a financial context. Leading business development and mentoring team members.
Responsibilities
- Develop strong client relationships
- Manage client master agreements and list of services
- Manage customer needs, business drivers and service requirements
- Articulate best practices and make business process recommendations
- Drive regular client meetings/calls with project updates, ongoing status, and platform updates
- Expand the scope of existing business relationships
- Coordinate new business development efforts, accelerate revenue
- Mentor less tenured staff and coordinate training sessions
Requirements
- BA/BS degree in Accounting, Finance, or related field preferred or the equivalent combination of education and experience is required
- Experience managing client relationships with operational leadership clients and/or other C-suite clients
- SMA experience or experience working with sponsor / custodian programs
- Prior experience working as key contact for project delivery
- 7 or more years of experience in a related financial services role(s)
- Exceptional client service, advocacy, problem-solving and relationship development skills
- Expertise in coordinating across functional teams
- Excellent verbal and written communication skills
- Adept at prioritization of multiple tasks
- Outstanding organizational and follow up skills are a must
- Motivated to work effectively among a team of professionals and operate with minimal oversight
Benefits
- BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- We provide access to flexible global resources and tools for your life’s journey.
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves—including paid volunteer time—that can support you and your family through moments that matter.
Job title
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Not specified
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