BNY Wealth Newport Beach CA

Senior Vice President, Client Service Executive

Full-time · Boston, MA
✓ Verified live on the employer's own system · added 27 days ago
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Senior · 7+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 7+ years

Skills & tools

Customer ServiceData AnalysisSalesRelationship ManagementManagementMBAOperationsAccount Management
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Full job description

We're seeking a future team member for the role of Senior Vice President, Client Service Executive to join our Client Services team.

This role can be located in Boston, MA or Pittsburgh, PA.

In this role, you'll make an impact in the following ways:

- Serves as a senior point of contact to major clients on moderately complex service issues and assists in developing strategy to deliver world-class client service across products or platforms. - Collaborates with clients and influences internal stakeholders to align client needs with BNY's commercial strategy. - Proactively partners with Client Service Data, Insights & Analytics to improve service by identifying trends, themes, and opportunities. - Ensures exceptional service meets client expectations across all products and services. - Drive and manage end to end client service delivery model for Major clients; to include participation developing the strategy to align client needs and monitor client satisfaction. - Monitor and ensure execution of service commitments and evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes). - Leveraging a deep understanding of clients' business; identify opportunities to make it easier for clients to engage with us and opportunities for continuous service improvement, including digital adoption to foster the overall culture. - Foster client growth by identifying opportunities for their success - resulting in protecting revenue of existing clients and identifying opportunities to support Client Coverage via service-led sales. - Drive outcomes through influence and act as the central point of contact across key business partners throughout the organization. - Consult on and participate in client service activities related to sales support, including creation of RFPs and client visits. - Partner with Product, Sales, and Client Coverage teams to identify cross-sell, up-sell, and solution opportunities while ensuring client needs remain at the center of all commercial decisions. - Develop and execute account plans for key clients, balancing exceptional service delivery with commercial objectives, client profitability, and long-term relationship management. - Own and grow strategic client relationships by identifying commercial opportunities, supporting revenue retention and expansion, and partnering closely with Client Coverage on account growth strategies.

To be successful in this role, we're seeking the following:

- Bachelor's degree or the equivalent combination of education and experience is required with an MBA preferred. - 7-10 years of total work experience in an operational area and/or client services preferred. - Demonstrated commercial acumen with experience managing strategic client accounts, supporting revenue growth, and partnering with sales or relationship management teams. - Experience operating in an Account Management, Relationship Management, Client Coverage, or commercially focused Client Service environment within financial services is highly desirable.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.