Client Service Manager - Mellon Capital Management

BNY Mellon
San Francisco, USA
Jun 24, 2017
Jun 29, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Client Service Manager serves as the manager of the Client Service team responsible for day-to-day contact for complex institutional investment management clients. The CSM, through the Client Service team, is responsible for addressing client issues proactively, efficiently and to the clients satisfaction. The CSM also serves as the primary client liaison during the initial funding of a client relationship and strategy transactions. In this position, the CSM is dually responsible for client satisfaction and minimizing risk to the firm. The CSM and team communicates with clients in a variety of ways including oral and written. In addition, the CSM will serve as a liaison between the client service representative (CSR) and other internal departments and assist CSRs to resolve administrative problems. The CSM will also manage various projects related to regulatory, legal, and other Client Service related activities throughout the year, and will participate in other Corporate or firm wide projects as needed.

BA or BS degree in business, economics or similar advanced degree desired. Five to ten years experience in investment or trust field. Exceptional interpersonal skills. Proven excellent oral and written communication skills and quantitative skills. Strong organizational and prioritizing skills, attention to detail and ability to effectively follow up and resolve matters. General knowledge of quantitative investing, fund accounting, trust operations and investment regulations. Knowledge of MS Word, Excel and databases. MBA, CFA or work experience with quantitative investment a plus. Series 3, 7, and 63 licenses will be required; candidates should have an expectation of achieving these within 6 months of employment.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-San Francisco
Internal Jobcode: 07211
Job: Asset Management
Organization: Mellon Capital Management-HR06141
Requisition Number: 1703768

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