Associate, Client Service Ii

3 months ago

Pune Maharashtra, India The Bank of New York Mellon Corporation Full time

**Associate, Client Service II**

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 Associate, Client Service II to join our CLIENT SERVICE - CT INDIA team. This role is located in Pune, MH - HYBRID.

**In this role, you’ll make an impact in the following ways**:

- 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.
- Reviewing reserve funds to ensure required balance is maintained.
- Receipt of funds, disbursement of funds, transfer of funds.
- 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.

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

- A minimum bachelor’s degree or the equivalent combination of education is required.
- Minimum 5+ years of prior experience in operations (Corporate Trust, Client facing, Governance or Derivatives functions).
- Skill Requirements:

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

- Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook).
- Client Communication:

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

- 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).

**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, 2024Bloomberg’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 rea

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