Specialist, Account Management

Overview

Job Title: Specialist, Account Management

Department: Clearance & Collateral Mgmt

Location: Frankfurt, Germany

Job Grade Level: J

Officer Title: Vice President

Who we are:

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

• Serves as the key daily contact person for assigned client portfolio - represents the firm directly and is a main contributor to client satisfaction and perception of BNYM.
• Continually evaluates client needs across a broad spectrum of topics and proactively drives client engagement - receives client feedback and is therefore a key escalation point.
• Lead person for the instruction and management of client operational and administrative setup, particularly during client onboarding.
• Collaborates with Account Manager colleagues to share best practice, seek and provide support, and identify where clients from respective portfolios can/are working together - to ensure optimal service.
• Works very closely with Relationship Management and operational teams to deliver for clients - both on daily tasks and as part of larger strategic initiatives.
• Proactively identifies and researches client issues in order to provide resolution.
• Ensures all risk and regulatory/compliance requirements are met and maintained during client onboarding and during the entire client life-cycle.
• Informs and trains the client on the availability and use of BNYM systems and products as appropriate.
• Tracks and reports on client needs and requests for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps.
• Maintains a broad appreciation of client account activity occurring throughout the firm and proactively identifies opportunities and efficiencies.
• A key contributor to client service review meetings.
• Contributes knowledge (both internal technical knowledge, and client knowledge) to internal initiatives to improve systems, products, and processes.
• May be assigned as owner/expert of a particular process or product.
• Visits clients in person as required.
• No direct reports but expected to provide guidance to junior team members/colleagues in time.

• Bachelors degree or the equivalent combination of education and experience is required.
• Fluent speaker of German language essential.
• 5-10 years total work experience preferred. Prior experience in Client Services or Account Management is helpful.