Vice President, Client Service

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Vice President to join our Corporate Trust, Client Services team. This role is in Sydney, Australia - Hybrid.

The Client Services Manager has primary responsibility for the management of a portfolio of the Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts.

As the primary account representative, the CSM is responsible for servicing the overall client relationships across the client base.  A key focus of the role will be onboarding new deals and managing the new debt issuance process and the calls of deals maturing and terminating. 

The role assigned clients, the monitoring of contractual obligations for these accounts and administering debt issuance including various complex financing structures and services related to assigned corporate trust products.

The CSM will manage the relationships of assigned products, with the including syndicated loans, Securitisation and other fixed income products with active participation on products and services delivered.

This role is responsible for addressing client issues proactively, efficiently and to the satisfaction of the client(s).

The CSM will work in close communication and collaboration with the Relationship Manager / Business Development Manager, Transaction Management Group as well as Business and Product Management to ensure the delivery of service excellence to our clients.

Key Roles & Responsibilities:

Transaction Administration and Control

• Thoroughly review new transaction documents related to the most complex Corporate Trust accounts, clients and/or relationships to ensure that transaction can be supported within current operating model. Understand the administration requirements.
• perform and/or oversee all account administration activities.
• manage and oversee client inquiries, resolve situations independently and smoothly as they occur, escalate promptly where appropriate.
• participate in compliance reviews as required

Collaboration/Stakeholder Engagement/Oversight/Influence

• Work with Global Service Delivery and other groups within Global Client Solutions and related parties to monitor/control tickler compliance of assigned accounts.
• act as senior escalation point for the deal-related client/ counter party contacts.

Deal-level Relationship Management 

• Complete accountability for all service level aspects of the assigned client relationships for the deals that are administered.
• Ensure that clients receive an excellent service.
• Develop and maintain strong working relationships with other industry participants as applicable for assigned deal portfolio - e.g. law firms, institutional investors, investment bankers, custodians, lenders, borrowers etc.

To be successful in this role, we’re seeking the following: 

• At least 8-10 years of relevant experience in Corporate Trust in the financial services industry. Strong client servicing and communication skills, be able to able to manage tasks, meeting deadlines and have a high level of attention to detail. 
• Product expertise in the syndicated loan / securitisation / fixed income products
• Understanding of the payments landscape for both domestic and international payments and Austraclear
   

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.