Associate, Relationship Management (Enterprise) II

Asset Servicing Overview

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

Responsibilities

Client Management : 

Incumbent builds client relationships as appropriate predominantly through RM interactions. 

Assists with the internal coordination of deals and serve as a liaison between product groups and the RM to deliver tailored solutions to the client. Incumbent may accompany and assist the RM in client meetings. 

Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion. 

Assists with client presentation preparation. 

Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients. 

Client Strategy: 

Facilitates development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination.

Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. 

Serves as a liaison between Relationship Management and the businesses to ensure the accuracy of Relationship Management sales reporting.

Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested.

Prepares business overviews for assigned groups to include but not limited to pipeline, trending, profitability, and year over year analysis. 

Provides baseline revenue generation reporting and verify information with the associated businesses. 

Identifies opportunities for incremental account growth.

Assists Relationship Managers on large and complex accounts to gain breadth/depth of knowledge.

Promotes firm services/product offerings that solve client challenges and drive account growth.

Administrative: 

Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance. 

Researches, constructs, organizes, presents, and drives the implementation of client account plans. Updates account planning information as appropriate.

Updates client information based on Know Your Customer (KYC) policies. 

No direct reports.

Requirements

Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

Sufficient years of total work experience preferred. 

Experience in Relationship Management, Client Services or Account Management preferred. 

Applicable local/regional licenses or certifications as required by the business.

Our Offer

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff.

We provide clearly defined, transparent development pathways to help you grow both personally and professionally.

Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program

A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards: Fortune World’s Most Admired Companies & Top for Diversity and Inclusion Bloomberg’s Gender Equality Index (GEI) Best Places to Work for Disability Inclusion, Disability: IN – % score Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, % score Corporate Equality Index CDP’s Climate Change ‘A List’ower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.