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BNY · 6 days ago

Senior Associate, Private Banking Team Lead

BNY Mellon Center, Boston, MA, 02108, US

Full-time

Onsite

Mid, Senior Level

$58K/yr - $105K/yr

3+ years exp

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. The Senior Associate, Private Banking Team Lead will manage client relationships, oversee onboarding, and support business initiatives while ensuring client satisfaction and engagement.

Financial Services

Responsibilities

Help manage day-to-day client relationships, including onboarding new clients and assisting with inquiries and requests

Verify client documentation and facilitate new account openings, modifications, and loan requests

Execute and manage projects related to the business and prepare Bankers for client calls and initiatives

Support audit responses and other business administrative needs

Assist in managing and growing existing client relationships with a focus on revenue retention and identifying opportunities for incremental account growth

Consult with clients to promote firm services and product offerings that address client challenges and support account growth

Research and resolve client issues, assist with servicing needs, and maintain client database ensuring data integrity and quality assurance

Prepare and maintain divisional reports as needed and may serve as owner or expert of specific processes or products

Track sales activities, implement new compliance and operations procedures, and manage sensitive client issues

Participate in projects impacting client service delivery and liaise with other sales groups on banking, compliance, and client service matters

Conduct frequent check-ins with assigned clients to ensure satisfaction and alignment with firm services and products

Evaluate client needs continuously to maintain engagement and contribute to business development efforts

Collaborate closely with banking teams to execute relationship management strategies and serve as an escalation point for client satisfaction

Work with marketing, legal, compliance, and other teams to address client needs and proactively inform clients of industry developments and firm thought leadership

Ensure client onboarding and risk management activities (e.g., KYC, BAC) are completed and documented

Provide guidance to less experienced team members; no direct reports

Support multiple, complex client accounts

Qualification

Client Relationship ManagementBanking Products KnowledgeCompliance ProceduresClient Service ExperienceProject ManagementData IntegritySales TrackingTeam LeadershipCommunication SkillsProblem Solving