Vice President, Client Service Support - IM Manager I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Vice President, Client Service Support - IM Manager I to join our Investment Management team. This role is located in Pune, MH – HYBRID.
In this role, you'll make an impact in the following ways:
Driving the delivery of premium client service and support to institutional & intermediary clients and internal teams.
Collaborate closely with different teams / offices for smooth client onboarding /account opening / offboarding, change management, ad hoc / periodic review and monitoring, and transaction monitoring.
Deliver regular client reporting, marketing materials, market updates, client notices, etc., prepare/review reporting/materials and add the relevant disclaimers/disclosures to deliver on time.
Handle enquiries and complaints timely and professionally, and promptly escalate potential issues and risks.
Effective use of KYC and CRM system and other applications to onboard client and ensure client record is captured/updated accurately within timeline and standard.
Ensure clients' account set up appropriately to receive account statements, notices, invoices, trailer fee, management fee rebate, etc.
Monitor clients' account transactions and provide assistance or escalate to fund Transfer Agent when needed.
Provide support and coverage to other client services/sales support staff and client services tasks in the region when needed.
Provide client data and information to fulfil internal and external requirements/support other functions.
Contribute to internal projects and complete internal assessments/questionnaires/surveys when needed.
Focus on specific goals and demonstrate a sense of personal accountability and urgency for achieving results.
Foster a sense of teamwork, support/assist other teams/offices when required.
Fully understand and ensure adhere to established corporate policies/ procedures/internal controls/ regulations, including but not limited to AML, KYC and sanctions requirements, and promptly escalate potential risks.
To be successful in this role, we're seeking the following:
Bachelor's degree holder preferable major in Business, Marketing or Finance related
At least 8 years of client services/sales support work experience in Investment Management / Asset Management /Banking industries.
Diligent, detail-oriented, quick, and self-learner, flexible and can work multi-tasking based on different priorities to meet different deadlines independently.
Knowledge and hands-on experience in AML/KYC related tasks and mutual fund operations preferred.
Excellent skills in Microsoft office: Word, excel, power point and any experience in Salesforce would be advantageous.
Good written and spoken communication skills .
Knowledge in different types of investment strategies/fund products.
To follow working hours (9am to 5:30pm) and business days/public holiday arrangement in Singapore.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.