Senior Analyst, Client Service

4 weeks ago

City of London, United Kingdom BNY Mellon Full time

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.

**Responsibilites**:

- Deliver & communicate operational excellence to the wholesale and institutional clients of BNY Mellon in the UK.
- Maintain 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.
- 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
- **Technical Skiills**
- Experience in the investment management industry
- Client Service Experience essential

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