Sr. Analyst, Account Management
Posted on: 17 Jan 2021
King Of Prussia, PA
Job Description
Account Management - IC2Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts are typically small and non-complex, often a single product. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager.Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs.Tracks and reports on client metrics.Acts as day-to-day point of contact for the client.Keeps abreast of client account activity occurring throughout the firm. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.Assists with managing client inquiries and resolves problems within scope of knowledge.Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings.No direct reports.Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager.
Qualifications
Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.
BNY Mellon
New York, New York
The Bank of New York Mellon Corporation provides a range of financial products and services to institutions, corporations, and high net worth individuals in the United States and internationally. The company operates through two segments, Investment Management and Investment Services. It offers investment management, custody, foreign exchange, fund broker-dealer, collateral and liquidity, clearing, corporate trust, global payment, trade finance, and cash management services, as well as securities finance and depositary receipts. The company also provides mutual funds, separate accounts, and wealth management and private banking services; and trust and registered investment advisory services. In addition, it engages in leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit activities. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees49,800
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Website
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Jobs Posted1742
