Overview
The Analyst, Account Management, oversees 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 firm's products/services. Incumbent may receive guidance from a more experienced Account Manager.
Primary Responsibilities:
- Provides support to small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs.
- Tracks and reports on client metrics, updates ECRM as required. Prepares reporting for internal management meeting.
- Completes straight-forward requested tasks for assigned clients. Follows up on billing and KYC activity related to clients.
- 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.
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Bachelor's degree or the equivalent combination of education and experience is required.
Experience:
- 0-3 years of total work experience preferred.
- Alternative Fund experience is a must
- Experience in Account Management or Client Service Delivery preferred.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.