Dreyfus Client Service supports all Dreyfus/ BNYMellon distribution channels across a wide spectrum of investment products and vehicles, including mutual funds, SMA, and collective funds in both fixed income and equity strategies. The Client Service / QC Manager will work closely with senior management regarding the implementation of policies and procedures for serving existing and potential intermediary, consultant and institutional direct clients. The Dreyfus Client Service member will provide support to major clients in addressing and resolving complex operational and technical issues while using developed communication skills to delivers high quality service to a specialized client base. The candidate is responsible for supporting the North American Distribution sales organization by providing information related to BNY Mellon's products and services and directing client inquires to the appropriate resources at BNY Mellon. The candidate will coordinate client deliverables across multiple internal channels at BNY Mellon including, RFP, Product Management, Finance and Legal. The individual will understand all aspects of assigned firms including, operations, sales and contractual obligations and decide upon best coverage. The Client Service / Quality Control Manager is responsible for oversight of the following:
*Relationship Management: Build relationships with clients across multiple functions, understand client mandates and reporting needs in conjunction with industry standards.
*Project Management: Oversee intermediary activities to ensure efficient onboarding and communication with internal and external clients.
*Quality Control process and procedures used within the department when responding to client requests.
*Assessment and assignment of all monthly and quarterly client requirements. Reviews overall workload and assigns requests each quarter.
*Training new employees and providing on-going direction and guidance to direct reports and team.
BA/BS degree (preferably in business or economics) or equivalent experience required.
No certifications or licenses are required; however NASD/FINRA licenses are preferred (Series 6 or 7 and 66 or 63).
Minimum of 8-10 years of financial services experience, 5 of which must be concentrated in client service.
Must have experience handling large intermediary and institutional client relationships as well as experience in all aspects of the RFP process.
Knowledge of PMAPS WebPro and the ability and skill set to build out a database as well as use a database to respond to RFPs.
Must have great organizational skills, extreme attention to detail, the ability to multi-task and a good working knowledge of Microsoft applications.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 32685 Job: Asset Management Organization: North America Distribution-HR11430 Requisition Number: 1816154
Internal Number: 5584898
About BNY Mellon Investment Management
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