Vice President, Client Service Management
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Before you apply
SalaryNo pay range posted
LocationNew York, NY, United States
Typefull-time
SeniorityVP
Experience3–5 yrs
Company size10,000+ people
First seenOct 30, 2026 · 5d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree or equivalent combination of education and experience
3-5 years of experience in the investment management industry
Strong verbal and written communication skills
Strong organizational skills with the ability to prioritize and manage multiple activities
Strong analytical and problem-solving skills
Attention to detail and ability to work effectively under pressure and to tight deadlines
Proficiency in Microsoft Office applications
Experience supporting institutional and/or retail clients
Experience with client onboarding, servicing, and account maintenance processes
Familiarity with KYC/AML review requirements
Series 7 and 63 licenses preferred
Experience using Salesforce or similar CRM platforms
Confident, credible, and effective in meetings and discussions
Proactive, collaborative, and team-focused approach
Ability to work independently while maintaining strong partnership across teams
Demonstrated ownership and accountability for deliverables and outcomes
High energy, self-motivation, and a focus on continuous improvement
Skills
Salesforce
Microsoft Office
About the role
As a key member of the Client Service team, this role supports relationship management and day-to-day client servicing for a diverse client base, including institutional and retail clients. The individual in this role will help deliver a high-quality client experience by coordinating account onboarding, servicing, change activity, and offboarding processes, while partnering closely with internal teams to meet client needs and timelines.
This is a dynamic role requiring strong organizational, communication, and problem-solving skills. The successful candidate will be able to work independently, contribute effectively as part of a team, and identify opportunities to enhance processes, improve efficiency, and support a strong control environment.
Responsibilities
Key Responsibilities
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Project manage account onboarding, client change activity, and offboarding in partnership with clients and internal teams to meet agreed timelines and expectations.
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Provide day-to-day service for a designated client base, including cash flow processing, account changes, custodial changes, new instrument setup, and client communications.
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Serve as a point of contact for clients on account-related matters and coordinate internally to support timely responses and issue resolution.
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Coordinate and complete ad hoc reporting, periodic client and consultant due diligence questionnaires, and annual audit requests within required deadlines.
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Complete ongoing KYC/AML reviews.
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Participate in and/or lead committee and ad hoc meetings as required.
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Maintain accurate client information and account records in Salesforce throughout the client lifecycle.
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File and organize client documentation within central recordkeeping locations.
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Support client meeting preparation and attend meetings as needed.
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Execute work in line with established team procedures and proactively recommend enhancements and process improvements.
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Demonstrate risk awareness and support an appropriate control framework across client servicing activities.
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Develop a detailed understanding of clients and the environment in which solutions are delivered.
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Support ad hoc projects, including coordination with other areas of the firm where needed.
Requirements
Required Qualifications
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Bachelor’s degree or equivalent combination of education and experience required.
•
3-5 years of experience in the investment management industry.
•
Strong verbal and written communication skills.
•
Strong organizational skills with the ability to prioritize and manage multiple activities in a fast-paced environment.
•
Strong analytical and problem-solving skills.
•
Attention to detail and ability to work effectively under pressure and to tight deadlines.
•
Proficiency in Microsoft Office applications.
Nice to have
Preferred Qualifications and Skills
•
Experience supporting institutional and/or retail clients.
•
Experience with client onboarding, servicing, and account maintenance processes.
•
Familiarity with KYC/AML review requirements.
•
Series 7 and 63 licenses preferred.
•
Experience using Salesforce or similar CRM platforms.
•
Confident, credible, and effective in meetings and discussions.
•
Proactive, collaborative, and team-focused approach.
•
Ability to work independently while maintaining strong partnership across teams.
•
Demonstrated ownership and accountability for deliverables and outcomes.
•
High energy, self-motivation, and a focus on continuous improvement.
About the company
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.