Associate, Relationship Management - Lake Mary, United States - BNY Mellon

BNY Mellon

Verified Company

Lake Mary, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview
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" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 240 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 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what #LifeAtBNYMellon is all about.

We're seeking a future team member for the role of Associate, Relationship Manager to join our Asset Servicing Relationship Management team.

This role is located in New York City, NY, Pittsburgh, PA or Lake Mary, FL- Hybrid Work Schedule.

In this role, you'll make an impact in the following ways: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, and year over year analysis.
Provides baseline revenue generation reporting and verify information with the associated businesses.

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.

To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
At least 1 year of years of total work experience is strongly preferred.
Experience in Relationship Management, Client Services or Account Management preferred.
At BNY Mellon, our inclusive culture speaks for itself.

Here's a few of our awards:
Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg's Gender Equality Index (GEI)

Best Places to Work for Disability Inclusion, Disability: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP's Climate Change 'A List'

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower 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.

Employer Description:

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.