Senior VP, Client Service — Prime Services

BNY

New York (NY)

On-site

USD 180,000 - 320,000

Full time

25 hours ago
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Benefits offered by this job

401(k) plan
Medical insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Vacation and sick time
Annual bonus

Job summary

BNY seeks an SVP, Client Service Manager for its Prime Services team in New York to manage high-value client relationships and ensure delivery of services across clearing, financing, and collateral management.

The role requires 10+ years in client service or relationship management within prime brokerage or financial services, with strong communication, risk awareness, and FINRA 7/63 qualifications.

Qualifications

  • 10+ years in Client Service or Relationship Management in prime brokerage or financial services.
  • Deep knowledge of prime brokerage and prime custody.
  • Strong communication, organization, and time management.
  • Ability to manage complex client relationships in fast-paced environments.
  • FINRA Series 7 and 63 required.

Responsibilities

  • Manage day‑to‑day client relationships and respond to inquiries promptly.
  • Drive client satisfaction through proactive service, issue resolution, and escalation management.
  • Ensure adherence to contractual obligations, operational policies, risk controls, and KYC requirements.
  • Advise clients on industry best practices, product solutions, and regulatory developments.
  • Partnering with Relationship Managers to support client strategy and growth initiatives.
  • Coordinating across internal teams to deliver seamless service and maintain awareness of client activity throughout the firm.
  • Mentoring junior Client Service professionals and contributing to broader team objectives.

Skills

Client Relationships
Relationship Management
Communication
KYC and Compliance
Regulatory Knowledge
Negotiation
Strategic Thinking
Team Mentoring

Job description

BNY seeks an SVP, Client Service Manager for its Prime Services team in New York to manage high-value client relationships and ensure delivery of services across clearing, financing, and collateral management.

The role requires 10+ years in client service or relationship management within prime brokerage or financial services, with strong communication, risk awareness, and FINRA 7/63 qualifications.

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