Analyst, Client Service

Overview

Analyst, Client Service

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

• Review systemic reminders from tickler management tool.
• Act upon ticklers/reminders generated via systems used. Actions include but not limited to:
• Performing both mandatory and optional client calls.
• Sending reminders to clients for compliance items such as:
  • • Financial statements and budgets.
    • Company certifications and other related documents.
    • Rebate/Arbitrage Calculations.
• Identify and act on fiduciary items that include:

• EMMA- Trustees are required to post financial statements and other legal notices of significant events on EMMA (Electronic Municipal Market Access).
• Taxes - Reminders to pay taxes for clients or receive payments from clients for future payments.
• TIRA - Annual notices must be sent to bondholders of corporate deals informing them of any conflicts/problems.
• Reports Outgoing - Trustees are required to send reports to clients or bondholders as required in the legal documents.

• Follow up with clients on non -receipt of above items.
• Ensure to perform timely and accurate tickler maintenance.
• Updating aged ticklers with comments on action taken.
• Release ticklers once the action is completed.
• Meet deliverables to ensure consistent green KRIs.
• Working co-operatively and inclusively in a team environment to achieve shared objectives.
• Providing clients with high quality operational support.
• Ensuring that good client relations are maintained, and inquiries are researched and resolved efficiently.
• Navigating internal resources to resolve moderately complex external client's day-to-day issues.
• Monitoring client inquiries, resolving non-routine issues and escalating complex/risk issues to the appropriate leader, as and when needed.
• Participating in internal activities and initiatives designed to identify process improvements to enhance the external client experience.
• Documentation of any client communication.
• Good communication skills to deliver high quality service to external clients.
• Applying problem-solving skills, experience and judgement to analyse information.
• Preparedness to take on back-up functions.

• Knowledge of Fixed-Income Securities markets, Money market, Derivatives and Capital Market.
• Knowledge of the Custody Life Cycle.
• Strong in reviewing the client governing documents and interpreting the same.

• Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook).

• Strong oral and written, fluency in English language is a must.
• Problem-solving orientation.
• Client-focussed.
• Efficient.
• Proactive.
• De-escalating (as required).

• Efficient, structured, independent and autonomous working.
• Knowledge about systems, their logic and interaction.
• Responsible time management.
• Adherence to the internal control, reporting and compliance guidelines.
• Always ready to take on special tasks (if required).

• Minimum of Bachelor's degree or the equivalent combination of education is required.

• Minimum 4+ years of prior experience in operations (Corporate Trust, Client facing, Governance or Derivatives functions).
• Candidate who has experience with review of client governing documents, such as trust indentures, escrow agreements, investment agreements, financial statements, loan agreements, legal document, etc. would be a good fit for this role.