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Senior Specialist, Client Service

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

Overview

The Client Service Senior Specialist supports all BNY Mellon Investment Management distribution channels across a wide spectrum of investment products and vehicles, including mutual funds, SMA, and collective funds in both fixed income and equity strategies. The Client Service Senior Specialist will work closely with senior management regarding the implementation of policies and procedures for serving existing and potential intermediary, consultant and institutional direct clients.

The Client Service Senior Specialist member will provide support to major clients in addressing and resolving complex operational and technical issues while using developed communication skills to delivers high quality service to a specialized client base. The candidate is responsible for supporting the North American Distribution sales organization by providing information related to BNY Mellon’s products and services and directing client inquires to the appropriate resources at BNY Mellon. The candidate will coordinate client deliverables across multiple internal channels at BNY Mellon including, RFP, Product Management, Finance and Legal. The individual will understand all aspects of assigned firms including, operations, sales and contractual obligations and decide upon best coverage.

The Client Service Senior Specialist is responsible for oversight of the following:

  • Relationship Management: Build relationships with clients across multiple functions, understand client mandates and reporting needs in conjunction with industry standards.
  • Project Management: Oversee intermediary activities to ensure efficient onboarding and communication with internal and external clients.
  • Quality Control process and procedures used within the department when responding to client requests.
  • Assessment and assignment of all monthly and quarterly client requirements. Reviews overall workload and assigns requests each quarter.
  • Training new employees and providing on-going direction and guidance to direct reports and team.

Qualifications

  • BA/BS degree (preferably in business or economics) or equivalent experience required.
  • No certifications or licenses are required; however NASD/FINRA licenses are preferred (Series 6 or 7 and 66 or 63).
  • Minimum of 10-12 years of financial services experience preferred, 5 of which must be concentrated in client service.
  • Must have experience handling large intermediary and institutional client relationships. Experience with the RFP process preferred.
  • Must have great organizational skills, extreme attention to detail, the ability to multi-task and a good working knowledge of Microsoft applications.

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.

EEO Statement:

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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Senior Specialist, Client Service

To apply for the job click here

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BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

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