Senior Vice President, Client Service Executive

BNY; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive compensation

Benefits

Wellbeing programs

Paid time off

Paid volunteer time

Job summary

BNY's Corporate Trust team seeks a SVP, Client Service Executive in Houston, TX or Lake Mary, FL, to lead high-value client relationships and ensure exceptional service. You will drive retention, partner with cross-functional teams, and promote governance and risk-aware service delivery.

The role emphasizes client-obsessed service delivery, strategic client health analysis, and collaboration with sales and coverage to pursue future opportunities.

Qualifications

• 10-12 years of client service or relationship management experience in Corporate Trust or related financial services.
• MBA preferred; Bachelor's degree required.
• Proven track record of client retention and satisfaction, with a focus on long-term relationships.
• Exceptional communication, negotiation, and problem-solving skills.
• Strategic mindset with 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.

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.

Skills

Client service leadership

Relationship management

Communication

Negotiation

Problem solving

Strategic thinking

Education

Bachelor's degree; MBA preferred

Job description

We're seeking a future team member for the role of SVP, Client Service Executive to join our Corporate Trust team. This role is located in Houston, TX or Lake Mary, FL.

What We Do

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. We provide fiduciary and agency services for a wide range of debt structures, including corporate and municipal bonds, structured finance, project finance, and loan syndications. Acting as trustee, paying agent, registrar, escrow agent, and more, we ensure the integrity of transactions by safeguarding assets, managing complex payment flows, and upholding contractual obligations. Our clients include corporations, municipalities, financial institutions, and governments worldwide. Through our expertise, technology, and commitment to excellence, BNY helps clients navigate the complexities of debt issuance, meet their regulatory and reporting requirements, and build long-term trust with their stakeholders.

Summary: Seeking an experienced Client Service Executive with 10-15 years in client relationships and Corporate Trust, focused on outstanding client service, retention, and long-term success. Known for a client-obsessed approach, fostering trusted partnerships, and aligning service delivery with strategic client goals.

Key Responsibilities

• Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
• Develop an 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.

Skills & Qualifications

• 10-12 years of client service or relationship management experience in the Corporate Trust or related financial services industry with at least 1-3 years of management experience preferred. Experience in an operational area and/or client services preferred.
• 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.

Core Competencies

• Client Advocacy
• Relationship Management and/or Service Management
• Problem Resolution
• Strategic Planning
• Risk & Compliance Awareness
• Cross-Functional Collaboration

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here's a Few Of Our Recent Awards

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• Most Just Companies, Just Capital and CNBC, 2025

Our Benefits And Rewards

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an at will position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.