Job Description

:Associate, Client Service IIAt 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 II 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.
• 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 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 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