Authentic, innovative and results-driven? Raise your hand if thatsounds like you!
Were looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-basedenvironment will usher us into future and take us to the next level.
As the fastest growing RIA custodian in the U.S., BNY Mellons PershingAdvisor Solutions offers a fast paced environment and dynamic culture whereclient first is paramount. We serve advisory firms who areprofessionally managed and growth oriented, supporting high net worth andultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of ourpeople oriented culture, as evidenced by our tenured staff. We welcomethe opportunity to speak with you!
Client Service - M2Manages 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 practicesDevelops 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.Bachelors degree or the equivalent combination of education and experience is required with an MBA preferred. 5-7 years of total work experience with at least 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred.