Vice President overseeing Corporate Trust client services for high-value clients, developing retention strategies and ensuring operational excellence. Collaborating across functions to enhance client experiences and service success.
Responsibilities
Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service
Develop and 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
Requirements
5-7 years operations, client service, or relationship management experience in Corporate Trust or related financial services industry
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
Junior Berater*in Media Insights & Client Service bei pilot Hamburg. Erstellung von Reportings und Analysen zur TV - und Onlinenutzung mit enger Zusammenarbeit mit Kunden.
Client Service Specialist providing Level 2 phone and ticket support for SMB merchant clients. Handling client issues and collaborating with internal teams in a call center environment.
Client Service Vice President handling asset manager relationships at State Street. Overseeing client service delivery and resolving issues with key clients for effective communication and relationship management.
Client Support Advocate providing first - line support for insurance clients at Milliman IntelliScript. Collaborating with clients to resolve technical issues and improve support documentation.
Client Support Coordinator supporting BDC clients and account managers in St - Leonard. Delivering outstanding service while performing administrative tasks and participating in marketing efforts.
Tax Manager overseeing multiple client engagements and reviewing complex returns at EisnerAmper. Responsible for mentoring staff and building client relationships in the Private Client Services practice.
Operations Manager leading client services and compliance initiatives at Kroll, managing a team of analysts and ensuring high standards of quality and efficiency.
Sr Fleet Client Services Specialist managing maintenance transactions and providing customer service at Cox Fleet. Handling scheduling and documentation in fleet maintenance operations.
Senior Analyst providing IT support at Cardinal Health's Montgomery Distribution facilities. Delivering Tier 2+ support for software, hardware, and technology solutions.
Client Solutions Specialist within CIBC's Business Banking team ensuring seamless cash management services and client transitions. Engaging and supporting clients through project implementations and maintaining operational support.