VP, Corporate Trust Client Experience Lead

BNY Mellon; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

BNY Mellon is looking for a Client Service Lead in Lake Mary, FL or Pittsburgh, PA, who will oversee a portfolio of high-value clients in Corporate Trust. This role involves developing client retention strategies, collaborating with internal teams, and ensuring compliance and governance standards. Candidates should have 5-7 years in operations or client service, a Bachelor's degree, and strong communication skills. The position is crucial for maintaining long-term client relationships and service excellence.

Qualifications

• 5-7 years of experience in Corporate Trust or financial services.
• Proven track record of client retention and satisfaction.
• Deep understanding of Corporate Trust products and processes.

Responsibilities

• Serve as primary service escalation for high-value clients.
• Develop client retention strategies to strengthen relationships.
• Monitor client health through reviews and feedback.
• Collaborate across internal stakeholders to resolve issues.
• Anticipate client needs and offer proactive solutions.
• Uphold governance and compliance in all interactions.

Skills

Operations experience

Client service

Relationship management

Exceptional communication

Negotiation skills

Problem-solving

Strategic mindset

Education

Bachelor's degree

MBA preferred

Job description

BNY Mellon is looking for a Client Service Lead in Lake Mary, FL or Pittsburgh, PA, who will oversee a portfolio of high-value clients in Corporate Trust. This role involves developing client retention strategies, collaborating with internal teams, and ensuring compliance and governance standards. Candidates should have 5-7 years in operations or client service, a Bachelor's degree, and strong communication skills. The position is crucial for maintaining long-term client relationships and service excellence.