Associate, Client Service I

Year    Pune, Maharashtra, India

Job Description


:Associate, Client Service IAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds 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.Were 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, youll 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.
  • 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 clients 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 analyze information.
  • Preparedness to take on back-up functions.
To be successful in this role, were seeking the following:
  • A minimum bachelors 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).
  • A candidate who has experience with reviewing client governing documents, such as trust indentures, escrow agreements, investment agreements, financial statements, loan agreements, legal documents, etc. would be a good fit for this role.
  • 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. Heres a few of our awards:
  • Americas Most Innovative Companies, Fortune, 2024
  • Worlds Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
, Disability: IN - 100% score, 2023-2024 * Most Just Companies, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloombergs 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 lifes 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.

BNY Mellon

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Job Detail

  • Job Id
    JD3441808
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year