Vice President, Client Service II - Pipeline

As a Vice President, Client Service II at BNY, your main responsibilities include developing robust relationships with client economic buyers, managing client master agreements, understanding customer business drivers, and providing best practice recommendations. This role also requires driving client meetings to update on project statuses and expanding business relationships, ensuring alignment with BNY's commitment to outstanding client service.

To be successful in the Vice President, Client Service II role at BNY, candidates should ideally hold a BA/BS in Accounting, Finance, or a related field, along with significant experience managing relationships at the C-suite level. A minimum of 10 years in a financial services role is required, including expertise in relationship-building, project delivery, and multi-functional team coordination.

BNY values the growth of its employees, and as a Vice President, Client Service II, you will have the opportunity to mentor less experienced staff and coordinate training sessions. This not only fosters a collaborative environment but also enables you to lead and empower the next generation of talent within the company.

The Vice President, Client Service II role at BNY may require travel approximately 10-20%. This travel is often necessary for client meetings and business development efforts, helping to ensure that relationships and project goals are met effectively.

The base salary for the Vice President, Client Service II at BNY is expected to range from $83,000 to $179,000 annually, based on experience and market location. In addition to the base salary, BNY also offers commission earnings, bonuses, and a comprehensive benefits package.

When answering this question, focus on specific examples of relationships you've built with C-suite clients. Discuss strategies you used to foster trust and open communication, highlighting the outcomes of these relationships. Emphasize your understanding of executive priorities and how you tailored your service approach to meet their needs.

In your response, highlight your organizational skills and time management strategies. Discuss methods you employ, such as creating lists or using project management tools to track tasks. Provide an example of a situation where your prioritization led to successful project outcomes within a team setting.

Share strategies that involve clear communication and regular updates. Discuss the importance of understanding client needs and articulating any potential challenges or delays. Provide a specific example that showcases your ability to maintain a positive relationship while managing expectations effectively.

Emphasize your conflict resolution skills. Describe a specific situation where you navigated a disagreement, explaining how you used active listening and collaboration to reach a satisfactory resolution for both parties. Highlight the importance of empathy and professionalism during such interactions.

Share specific examples of mentorship you've provided in your previous roles. Talk about the approach you take to guide and support less experienced colleagues, and discuss the impact your mentorship had on their professional development and the team's overall success.

Discuss your networking strategies and how you identify potential clients. Highlight your skills in understanding their business needs and crafting tailored approaches that demonstrate the value BNY can bring. Provide an example of a successful new business development effort you've led.

Provide a specific instance where you managed a project with a challenging deadline. Discuss the steps you took to ensure timely delivery, including delegation, prioritization, and continuous communication. Emphasize the positive results achieved despite the tight timeline.

Emphasize the importance of regular communication and updates. Share methods you use to keep clients informed, such as scheduled meetings, progress reports, and digital tools. Highlight how these strategies build trust and keep clients engaged in the project's development.

Discuss the various metrics you use, such as feedback surveys, project outcomes, and relationship longevity. Share how you analyze this data to identify areas for improvement and ensure that you consistently meet or exceed client expectations.

When answering, highlight your attention to detail and your process for reviewing agreements to ensure all compliance requirements are met. Discuss any compliance training you've undertaken and provide examples of how you monitor ongoing adherence to these standards within client interactions.