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Associate, Client Service II

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BNY Mellon

11d ago

  • Job
    Full-time
    Senior Level
  • Customer Relations
    Banking & Finance
  • Chennai

AI generated summary

  • You need a bachelor’s degree, 5+ years in operations, and experience reviewing client governing documents like trusts, escrow, and loan agreements.
  • You will review reminders from the tickler management tool to ensure timely follow-ups and effective client service support.

Requirements

  • 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).
  • 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.

Responsibilities

  • Review systemic reminders from tickler management tool

FAQs

What is the job title for this position?

The job title for this position is Associate, Client Service II.

What are the main responsibilities of the Associate, Client Service II?

The main responsibilities include reviewing reminders from tickler management tools, performing client calls, managing reserve funds, sending reminders for compliance items, and ensuring timely and accurate tickler maintenance among other operational support tasks.

What educational qualifications are required for this role?

A minimum bachelor’s degree or the equivalent combination of education is required for this role.

How many years of experience are needed for this position?

A minimum of 5+ years of prior experience in operations, particularly in Corporate Trust, client-facing roles, governance, or derivatives functions is required.

Is experience with reviewing client governing documents necessary?

Yes, experience reviewing client governing documents such as trust indentures, escrow agreements, and financial statements is preferred for this role.

What skills are essential for success in this role?

Essential skills for success in this role include good communication skills, problem-solving abilities, experience in analyzing information, and the capacity to navigate internal resources to resolve client issues.

What type of company culture does BNY Mellon have?

BNY Mellon prides itself on a culture that empowers growth and success, promotes innovation, and creates an inclusive workplace.

What kind of benefits does BNY Mellon offer?

BNY Mellon offers competitive compensation, benefits, and wellbeing programs, including flexible global resources, generous paid leave, and support for personal resilience.

Where is this position located?

This position is located in Pune, MH, and follows a hybrid work model.

Is BNY Mellon an equal opportunity employer?

Yes, BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer that supports underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

What awards has BNY Mellon received?

BNY Mellon has received various awards including America's Most Innovative Companies by Fortune in 2024, a 100% score on the Human Rights Campaign Foundation’s Corporate Equality Index in 2023-2024, and recognition as a Top Company for Sustainability in the Dow Jones Sustainability Indices for 2024.

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.