IM EMEA - Senior Analyst, Client Service

BNY Mellon
London, United Kingdom
18 Jan 2023
17 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Purpose:

To fulfill all administrative needs of fund buying and distributing IM EMEA clients in the UK.
To act as a first and ongoing point of contact for any client service needs.

    • Deliver & communicate operational excellence to the wholesale and institutional clients of BNY Mellon in the UK.
    • M aintain regular client contact with the aim to improve client service and satisfaction and continue to build the Mellon brand and image.
    • Foster and maintain strong working relationships with the various contacts of BNY Mellon's clients, including their operational and dealing contacts.
    • Respond to incoming operational queries and ad-hoc requests from clients and internal stakeholders in a timely and professional manner.
    • Assist in the negotiation and implementation of new legal agreements.
    • Ensure commission, rebate and mandate arrangements are set up, maintained and monitored correctly.
    • Deliver regular monthly and quarterly reports to clients accurately and in a timely manner.
    • Communicate proactively with clients regarding their investments including but not limited to corporate actions, regulatory change, and account activity.
    • Work alongside the Sales Team and Relationship Managers, supporting the sales process and ensuring that they are kept appraised of all relevant issues relating to the client.
    • Work closely with internal departments, boutiques and the transfer agent to ensure the highest level of client service is achieved and maintained.
    • Identify areas for process and client service improvements on an ongoing basis and in line with business, market and product developments.
    • Observe, maintain and improve tight risk control processes.
    • Participate in project work as and when required.
    • Understand the core product strategies and the investment process of each of the investment boutiques.
    • Provide temporary cover for Relationship Managers or other Client Services staff when needed.
    • Fully understand and adhere to the company's procedures covering anti financial crime matters, including but not limited to, AML, KYC and sanctions requirements.
Generic Staff Responsibilities:
    • Comply with all corporate policies and procedures within the department.
    • Alert management immediately of any significant changes to business risks and internal controls effectiveness.
    • Notify management and/or Compliance immediately of any regulatory breach.
    • Comply with health and safety policies and procedures operating within the business.
Person Specification:

Core Competencies:
    • Client Orientation
    • Developing Partnerships
    • Driving for Results
    • Decision Making
    • Global Awareness
    • Enhancing Organizational Talent
    • Embracing Change
Job Specific Competencies
    • Fluency in English is essential
    • Strong organizational skills
    • Team player
    • Building and leveraging internal relationships
    • Client knowledge and understanding
    • Numeracy and good level of competence in Excel
    • Solving problems and creating solutions
    • Executing the sales process
    • Demonstrating our shared values with clients and co-workers
    • Apply IM EMEA standards of 'Treating Customers Fairly' in all client dealings
    • Project and time management
Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
    • Experience in the investment management industry
    • Client Service Experience essential
Academic/Professional Qualifications (or equivalent qualifiers)
    • Graduate Level education
    • IMC preferred

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: