Associate, Client Service II

4 days ago

Pune, India BNY Mellon 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.

Liquidity and Margin Services Overview:

BNY Mellon Markets help clients solve their trading, financing, liquidity and collateral needs. We offer innovative solutions and services, market insight, industry expertise and scalable technology to help clients manage their risk, capital, financing, and liquidity needs. Markets teams are located across three continents, delivering services such as foreign exchange execution and services, securities finance, equity and fixed income execution and liquidity and margin services.

We’re seeking a future team member for the role of Associate, Client Service to join our Liquidity & Margin Services offshore team. This role is located in Pune, Maharashtra - HYBRID.

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

Individual is responsible for performing operational, analytical, and administrative functions to support the Liquidity and Margin Services Client Service team.  This includes gathering, reconciling, organizing, and reviewing operational data/metrics/information for use in reports, presentations, or other business tasks. Organized coordination and effective communication with technical and business staff are required.

Functions include but not limited to:

  • Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation.
  • Acts as day-to-day point of contact for the client and responds to queries.
  • Consults with clients on best practices, solutions, and regulatory changes to support client engagement.
  • Assigned large, complex accounts that are key to achieving team or Client Service function goals.
  • Incumbent may provide guidance to other Client Service Representatives.
  • Proactively consults complex and critical client accounts, ensuring continued client satisfaction and listening for cues on client needs.
  • Advises on best practices, organizational solutions, and regulatory changes.
  • Identifies and develops appropriate metrics for client monitoring and reporting.
  • Collaborates with Relationship Management function to enhance the account strategy. Contributes to the identification of solutions to support client strategy and cross-sell enterprise services.
  • Keeps abreast of client account activity occurring throughout the firm.
  • Liaises with relevant operations contacts (internally and externally) to coordinate service to the client.
  • Escalates relevant issues to management.
  • Develop innovative ways to track and ensure client satisfaction.
  • Researches and analyses the business environment of assigned clients, industry trends and competitor services/ offerings.
  • Contributes to the development of strategies/approaches of the Client Service function.
  • Mentors less experienced Client Service Representatives.
  • Provides guidance to less experienced Account Managers as needed.
  • Responsibilities are primarily limited to own client accounts, however, will contribute to the achievement of any team or area objectives.
  • Participates in internal activities and initiatives designed to improve the client experience. Recommends process improvements.

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

Educational qualification – 

  • Bachelor’s degree or the equivalent combination of education and experience required. 

Work experience – 4 to 7 years. Experience in Client Service or Client Service Delivery preferred.

Shift timing- Flexible   

Skills- 

  • Project management 
  • Strong organizational skills
  • Ability to multiple task 
  • Business analysis to review and synthesize data.
  • Reporting and data quality management experience
  • Problem solving capabilities. 
  • Strong documentation, communication skills both verbal and non-verbal
  • Ability to self-manage workload and goals independently in a fast-paced and deadline-driven organization.
  • Strong MS Office Skills
  • Knowledge of risk management desirable, but not mandatory
  • Financial markets knowledge preferred.

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:

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


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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