Associate, Client Service II - #977887

Bank of New York

Date: 1 week ago
City: Pune, Maharashtra
Contract type: Full time

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.

We're seeking a future team member for the role of Associate, Client Serviceto join ourLiquidity & Margin Services offshoreteam. 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


  • 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 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
  • , 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.

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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