Job Summary
The position is focused on overseeing the complete client lifecycle, which encompasses processes such as onboarding, providing ongoing services, and offboarding for both institutional and retail clients. The individual in this role will serve as the main point of contact, ensuring that any issues are addressed promptly and that all records are accurately maintained, all while supporting a robust control environment.
Responsibilities
- Manage the full client lifecycle, including onboarding, servicing, and offboarding of clients.
- Act as the primary point of contact for clients, ensuring effective communication and issue resolution.
- Maintain precise and up-to-date records for all client interactions.
- Support a strong control environment to ensure compliance and operational efficiency.
Qualifications
- Bachelor’s degree is required.
- 3 to 5 years of experience in the investment management sector.
- Strong organizational skills and attention to detail.
- Excellent communication abilities, both verbal and written.
- Strong analytical skills to assess and resolve client issues effectively.
- Proficiency in Microsoft Office applications.
- Familiarity with CRM platforms, particularly Salesforce.
BNY Mellon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
