Vice President, Client Service Manager II

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and / or administration.

Known as the bank of banks - % of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.

Today, we’re approximately , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.

Through a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Vice President, Client Service Manager II to join our Wealth Management team.

This role is located in New York, NY.

In this role, you’ll make an impact in the following ways :

• Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis.
• Maintains familiarity with industry best practices.
• Develops and maintains policies and procedures for teams managed. Sets metrics and goals to ensure continuous process improvement and optimal client satisfaction.
• Resolves highly complex or non-routine client issues or inquiries as needed.
• Maintains relationships with business teams to report client trends and needs.
• May provide forward-looking insight on client issues to drive future revenue growth.
• Oversees and provides guidance on internal activities and initiatives designed to improve the client experience.
• Determines needed improvements through review and analysis of problems reported.
• Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
• Manages one or more client service / support teams.
• Responsible for the achievement of multiple team goals and objectives, talent management and supervision of team members.
• Teams support multiple, moderately complex to highly complex (platinum) client accounts.

To be successful in this role, we’re seeking the following :

• Bachelors degree or the equivalent combination of education and experience is required with an MBA preferred.
• years of total work experience with at least - years of management experience preferred.
• Experience in an operational area and / or client services , CFP strongly preferred.

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)
• Human Rights Campaign Foundation, % score Corporate Equality Index

Disability : IN % score

• Best Workplaces for Innovators, Fast Company
• CDP’s Climate Change A List’

Our Benefits :

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.