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Senior Analyst, Client Service

AT BNY Mellon
BNY Mellon

Senior Analyst, Client Service

Pune, India

Overview

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

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We're seeking a future team member for the role of Senior Analyst, Client Service to join our ASSET SERVICING - SERVICE DIRECTORS team. This role is located in Pune - HYBRID (3 days in a week from office).

Shift Timings: EMEA (12 PM /2 PM to 9 PM/11 PM)

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

DESCRIPTION: Responsible for assisting in managing the day to day operations of a select group of clients where services are performed globally (Custody, Accounting, Transfer Agency).In this capacity the incumbent closely monitors daily operational and system workflows to ensure proper service levels are maintained or exceeded. They will work with the Service Director and Relationship Manager to ensure deployment of new business opportunities and will look for ongoing ways to continuously improve the relationship and service model. They will work on client matters that require escalation dependent on the nature of the issue. The Junior Service Director is responsible to traverse a broad base of global service teams to ensure clients are served exceptionally. They are expected to have a good understanding of all products and services (Custody, Accounting, Transfer Agency, GRS) offered by Asset Servicing. The Junior Service Director must work through multiple client issues at varying levels of complexity. They are expected to build good working relationships with various operational teams. They are fully engaged in all matters related to the client, from routine service issue escalation to new product roll[1]outs. Must be integrated with all servicing teams providing products and services to the clients. In this manner, the Junior Service Director would monitor that all of the global service teams are performing their daily activities effectively and that we are meeting our service commitments. The Junior Service Director liaise with the SD and RM and other operational constituents with leading the client through the on boarding process. They will guide the client through the Business Acceptance process. They will partner with the Implementation teams to develop a highly customized process designed to successfully launch a multiple product business relationship

PRIMARY RESPONSIBILITIES:

35% - Service Quality Monitoring for Custody, Transfer Agency, Fund Accounting, Institutional Accounting services; which includes hosting frequent service reviews, establish client SLA and monitor non standards, acting as the Internal and External escalation point, feed pain points / challenges back to Ops forums and potentially participate in these internal forums.

25% - Change Management - be the initial contact for new service / product enhancements and developments (projects). Coordinate and oversee these projects, ensure priorities are set and seek necessary internal resources.

15% - Assist the Service Director / Relationship Manager with client tasks such as BAC documentation, Billing & Debtor management, KYC, Account Opening etc. Assist Service Director / Relationship manager with global projects / enhancements for assigned set of clients.

15% - Identify service improvements, supporting strategic initiatives and opportunities - focus on services performed and interface with Service Delivery teams for securing objective KPI's/metrics to demonstrate satisfactory service delivery in accordance with contract / SLA's, new business development.

10% - General Administration tasks which include preparation for Internal Ops Forums, Due-diligence preparation, follow up on any client queries re Fund launch/ revenue management/ account schematics

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

The role requires comprehensive understanding of front, middle, and back office demands of an investment fund, bank, insurance, broker dealer and/or asset management complex. Proven ability to interface with clients and solution client issues. Works with considerable autonomy for managing client base. The role requires maintaining a comprehensive understanding of his/her clients' organizations (contacts, structure, holdings, and complexity) and all servicing teams across AS Global Service Delivery and BK enterprise.

COMMUNICATION SKILLS: - Strong oral and written fluency in English language is a must - Preferable second or third language (Dutch, German and/or French)

SELF-MANAGEMENT SKILLS: - Efficient, structured, independent and autonomous working - Knowledge about systems, their logic and interaction - Responsible time management - Attention to details - Adherence to the internal control, reporting and compliance guidelines - Initiative/Sense of urgency

TECHNICAL PROFICENCY: Good knowledge of MS Office (Excel, Word and PowerPoint) Understanding of Custody Operations (Trade Processing, Settlements, Corporate Actions) and Accounting

EDUCATION: Minimum of Bachelor's degree or the equivalent combination of education and experience is required.

EXPERIENCE: 5-7 years of total work experience. Proven custody and fund accounting experience; preferably currently in a client-facing role.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'
Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Client-provided location(s): Pune, Maharashtra, India
Job ID: BNY_Mellon-43407
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program