Vice President, Client Service Management
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Vice President, Client Service Management to join our Wealth Services Client Service team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Serves as a point of contact to clients on service issues and assists in developing strategy to deliver world-class client service across multiple products.
- Collaborates with clients and 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 suggesting opportunities.
- Provides exceptional service to meet client expectations across all products and services.
- Serves as primary point of contact and delivers end to end client service and monitors client satisfaction.
- Work with clients to resolve complex issues across multiple products; manage issues / incidents (reactive) and collaborates with internal partners to resolve issues, as needed (Operations, Client Coverage, Product, and Technology).
- Execute service commitments and help evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes).
- Gain a solid understanding of client's business which will help identify possible opportunities to make it easier for clients to engage with us.
- In conjunction, help identify possible opportunities for continuous service improvement, including digital adoption to foster the overall culture.
- Contribute to client growth by helping to identify possible opportunities for their success - resulting in protecting revenue of existing clients and identifying possible opportunities to support Client Coverage via service-led sales.
- Partners with internal business partners throughout the organization in support of achieving intended outcomes.
- May engage in client service activities related to client service or sales support, including creation of RFPs, KPIs or client documents.
- May attend conferences, seminars, industry events and client meetings.
- 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.
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 with at least 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred.
- Licensing preferred - SIE (Securities Industries Essentials), Series 7, FINRA
- Client Service experience preferred
- Financial Services experience preferred
- Retirement account expertise preferred
- Strong analytical and communication skills
- The ideal person should be well organized, as you will be client facing, providing excellent client service through professionalism, and personable traits of extraverted/outgoing, with a driven mentality.
- Problem solving, and motivated.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
