Associate, Client Service I

**Associate, Client Service I** 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 I 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. - 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. - 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. - Preparedness to take on back-up functions. **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 3.5+ 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, 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