Vice President, Client Service Management
Company: bny mellon
Location: Lake Mary
Posted on: February 19, 2026
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Job Description:
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. We’re seeking a future team member for the role of
Vice President, Client Service Management to join our Wealth
Services Client Service team. This role is located in Lake Mary,
FL. In this role, you’ll make an impact in the following ways:
Serves as a point of contact to clients on service issues and
assists in developing strategy to deliver world-class client
service across multiple products. Collaborates with clients and
internal stakeholders to align client needs with BNYs commercial
strategy. Proactively partners with Client Service Data, Insights &
Analytics to improve service by identifying trends, themes, and
suggesting opportunities. Provides exceptional service to meet
client expectations across all products and services. Serves as
primary point of contact and delivers end to end client service and
monitors client satisfaction. Work with clients to resolve complex
issues across multiple products; manage issues / incidents
(reactive) and collaborates with internal partners to resolve
issues, as needed (Operations, Client Coverage, Product, and
Technology). Execute service commitments and help evolve the client
service model in partnership with key counterparts (e.g., SLA
evolution and changes). Gain a solid understanding of clients
business which will help identify possible opportunities to make it
easier for clients to engage with us. In conjunction, help identify
possible opportunities for continuous service improvement,
including digital adoption to foster the overall culture.
Contribute to client growth by helping to identify possible
opportunities for their success - resulting in protecting revenue
of existing clients and identifying possible opportunities to
support Client Coverage via service-led sales. Partners with
internal business partners throughout the organization in support
of achieving intended outcomes. May engage in client service
activities related to client service or sales support, including
creation of RFPs, KPIs or client documents. May attend conferences,
seminars, industry events and client meetings. Recruits, directs,
motivates, and develops staff, maximizing their individual
contribution, their professional growth and their ability to
function effectively with their colleagues as a team. To be
successful in this role, we’re seeking the following: Bachelor’s
degree or the equivalent combination of education and experience is
required with an MBA preferred 7-10 years of total work experience
with at least 0-1 years of management experience preferred.
Experience in an operational area and/or client services preferred.
Licensing preferred - SIE (Securities Industries Essentials),
Series 7, FINRA Client Service experience preferred Financial
Services experience preferred Retirement account expertise
preferred Strong analytical and communication skills The ideal
person should be well organized, as you will be client facing,
providing excellent client service through professionalism, and
personable traits of extraverted/outgoing, with a driven mentality.
Problem solving, and motivated. Here’s a few of our recent awards:
America’s Most Innovative Companies, Fortune, 2025 World’s Most
Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital
and CNBC, 2025 Our Benefits and Rewards: BNY offers highly
competitive compensation, benefits, and wellbeing programs rooted
in a strong culture of excellence and our pay-for-performance
philosophy. We provide access to flexible global resources and
tools for your life’s journey. Focus on your health, foster your
personal resilience, and reach your financial goals as a valued
member of our team, along with generous paid leaves, including paid
volunteer time, that can support you and your family through
moments that matter. BNY is an Equal Employment
Opportunity/Affirmative Action Employer - Underrepresented racial
and ethnic groups/Females/Individuals with Disabilities/Protected
Veterans.
Keywords: bny mellon, Gainesville , Vice President, Client Service Management, Customer Service & Call Center , Lake Mary, Florida
