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Senior Associate, Client Processing Team Lead

2 months ago


Pune MH, Pune, India BNY Full time

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 Senior Associate, Client Processing Team Lead to join our BNY Pershing India Operations team. This role is located in Pune, Maharashtra, HYBRID.

In this role,

  • Candidate should have basic understanding on Investment banking Industry with sound knowledge in Client / Investor Reporting, Portfolio performance Analysis, Data extract from external source, Investors Holding Valuation, Holding Report generation etc
  • This role is responsible for the management of an operational team dealing with client holdings in UK / Emea market. The role requires both hands on management and strategic planning
  • Connect with multiple teams to ensure that all services are consistently satisfied or exceeded.
  • Ensuring Team complete activities within set SLAs with high accuracy levels.
  • This role is responsible to work on Client request and interact with client directly for escalation. Serving as the single point of contact for client queries and business requirements.
  • Ensuring all client queries received by the team are reviewed and resolved in line within expectations and ensuring delivery of a high level of client service both internally and externally.
  • Should be good in Data interpretation.
  • 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
  • Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards. Identifies and implements process improvements to improve the experience for all stakeholders
  • Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases
  • Keep upto date with industry developments and changes.
  • Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimized
  • Undertake new projects and new tools implementation .
  • Any other duties as required

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

  • Experience of managing multi-disciplinary teams ideally across multiple locations
  • Direct experience of dealing with a wide range of employee relations activities
  • 6-10 years of related experience in a similar reporting development and analytical field preferred.
  • Bachelor’s / Master degree in commerce or a related discipline, or equivalent work experience required.
  • Demonstrable understanding of FCA, CASS and CBI CAR rules
  • Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel)
  • Senior management/Board experience

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.