Lead Analyst, Account Management Lead Analyst, Account Management …

BNY Mellon
in Hong Kong
Permanent, Full time
Last application, 18 Jan 22
BNY Mellon
in Hong Kong
Permanent, Full time
Last application, 18 Jan 22
Lead Analyst, Account Management
  • Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities.
  • Consults with clients on best practices, solutions and regulatory changes to support client engagement.
  • Assigned accounts are typically core, moderately-sized accounts of limited complexity but may span multiple products.
  • Incumbents are building breadth of knowledge on the firms products/services and are gaining exposure to more complex client accounts and issues. Incumbent may provide guidance to more junior Account Managers.
  • Proactively consults core, moderately-sized client accounts, ensuring continued client satisfaction and listening for cues on client needs.
  • Advises clients on best practices, organizational solutions and regulatory changes.
  • Tracks and reports on client metrics. Contributes to the identification and development of appropriate metrics.
  • Acts as day-to-day point of contact for the client. Provide support to Relationship Management function to enhance the account strategy.
  • Keeps abreast of client account activity occurring throughout the firm. \
  • Liaises with relevant operations contacts (internally and externally) to coordinate service to the client.
  • Escalates relevant issues to senior team members or management.
  • Apply high client service protocols to support client satisfaction.
  • Directly manages client inquiries and resolves problems within scope of knowledge.
  • Broadens understanding of the business environment of assigned clients, industry trends and competitor services/offerings.
  • May have people management responsibilities in some geographies. Provides guidance to less experienced Account Managers as needed.
  • Responsibilities are primarily limited to own client accounts, however will contribute to the achievement of any team or area objectives.
  • Focus is on core or moderately-sized accounts that are minimally complex.
  • May provide secondary support on a large or key account under the guidance of a more senior Account Manager.

  • Bachelors degree or the equivalent combination of education and experience is required.5-7 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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