SVP, Client Service Leader - Corporate Trust

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

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.