Sr. Specialist, Rel. Mgmt

  • Competitive
  • Sydney, New South Wales, Australia Sydney New South Wales AU
  • Permanent, Full time
  • BNY Mellon
  • 25 Sep 18 2018-09-25

Sr. Specialist, Rel. Mgmt

  • Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention
  • Identifies opportunities to evolve client business for incremental account growth
  • Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives
  • From a global, bank-wide perspective, assigned to core, small to moderately-sized clients of limited complexity, often with a local or regional focus
  • Has developed core understanding of the business, its strategy and its products/services
  • May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction
  • Consult with clients on their strategic vision and how the firm can help them achieve that vision
  • Promote firm services/product offerings that solve client challenges and achieve account growth
  • Research client issues and bring to resolution
  • May be assigned as owner/expert of a particular process or product
  • Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings
  • Continually evaluate client needs and ensure sustained client engagement
  • Develop, track and report on relationship strategy/results for assigned client portfolio
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
  • Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction
  • Conduct service review meetings and assist in client training, sharing of market information/experience
  • May assist with prospecting new clients in a similar industry or segment of existing clients
  • May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) In some regional/local markets may manage relationships with regulators directly
  • Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings.
  • Provide guidance to less experienced Relationship Managers as needed. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio
  • Manages overall relationship profitability of core, small to moderately-sized clients
  • Continues to receive advice and coaching from senior team members/management


Qualifications
  • Bachelors degree or the equivalent combination of education and experience is required
  • Advanced/graduate degree preferred
  • 5-7 years of total work experience preferred
  • Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management
  • Applicable local/regional licenses or certifications as required by the business
  • As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Australia-New South Wales-Sydney
Job: Customer/Client Service
Internal Jobcode: 70059
Organization: GCM APAC-HR06561
Requisition Number: 1812323