Vice President, Client Operations

BNY Mellon; Manchester; On-site; GBP 80,000 - 110,000; Full time

Job summary

A leading global financial services company is seeking a VP Client Services Manager in Manchester. This role involves overseeing client portfolios, enhancing client experience, and managing relationships with front office teams. Candidates should have a minimum of 5 years of relevant industry experience and strong client management skills. This position offers competitive compensation and a focus on employee well-being.

Benefits

Competitive compensation

Generous paid leaves

Well-being programs

Qualifications

• Minimum 5 years Corporate Trust or related financial markets/securities industry experience.
• Strong Client Management Experience required.
• Ability to quickly address issues with strong decision-making skills.
• Proficiency in using Microsoft tools particularly Excel.

Responsibilities

• Oversee assigned portfolios to ensure high Client Experience Levels.
• Engage with Clients to ensure timely execution and perform Report Reviews.
• Develop strong working relationships with Front Office Relationship Managers.
• Lead Client Meetings and ensure effective follow-ups.
• Resolve complex situations as a high-level escalation point.
• Train support team on Client and deal specific requirements.

Skills

Client Management

Financial Services Technical Skills

Decision Making

Analytical Skills

Organisational Skills

Communication Skills

Microsoft Excel

Job description

Overview

VP Client Services Manager

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of VP Client Services Manager to join our Client Services team. This role is located in Manchester (four days per week in office).

Responsibilities

• Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
• Transaction Management: - Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level
• Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
• Lead and participate in Client Meetings and ensure minutes and follow up items are closed out
• Develop strong working relationships with Front Office Relationship Managers
• Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
• Employee Development: Key role in training of support team on Client and deal specific requirements
• Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
• Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
• Partner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and escalate any concerns

Qualifications

• Minimum 5 years Corporate Trust or related financial markets/securities industry experience. and minimum 7 years financial services industry experience.
• Strong Client Management Experience
• Ability to review deal governing documents
• Experience in Loans (syndicated, bi-lateral, real estate) very desirable
• Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
• Proactively monitor and manage the activities performed within our business partners outside of Ireland
• Ability to quickly address issues – strong decision making
• Financial Services Technical Skills
• Effective interpersonal, oral and written communication skills
• Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
• Proficiency in using Microsoft packages particularly Excel
• Experience in Loans (syndicated, bi-lateral, real estate) and CLOs very desirable

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Our culture and opportunities are summarized on the BNY Newsroom and BNY LinkedIn pages.