Client Service Specialist - Boston, United Kingdom - BNY Mellon

BNY Mellon

Verified Company

Boston, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About the Team

The client service team is responsible for supporting the firm in the delivery of exemplary service to a range of institutional & retail clients consisting of Pension Funds, Insurance Companies, Financial Institutions, other Corporate & Government entitiesand individual investors across a number of geographic locations.

The firm focuses on delivering tailored client solutions and it places a high degree of importance on the client's experience, therefore, the team's performance is critical to the success ofthe business as a whole.

About the role

This role will work closely with the Client Directors and Investment Professionals from across the business and will add value by being proactive in seeking ways to create efficiencies and implement processes.

Role Accountabilities

Project manage account onboardings, client change activities and offboarding's with the client and Insight teams in order to meting client timelines and expectations
Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications
Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions
Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines
Complete ongoing KYC/AML reviews
Participant in and/or lead Insight committee & ad hoc meetings
Populate Insight's CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client
File and organize client documentation into Insight central folders
Assist with client meeting preparation and attend meetings as required
Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements
Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing
Develop detailed knowledge of the clients and the environment in which we provide solutions
Manage ad hoc projects which may require coordinating with other areas of the firm.

Knowledge, Skills & Behaviours required:

Strong verbal and written communication skills
Confident, credible and capable in meetings and discussions
Ability to organize, prioritize and multitask effectively in a busy and dynamic environment
Ability to problem solve to ensure projects are completed on time
Proven effective use of resources delegation but retention of responsibility
Indepth knowledge of the Microsoft Office suite
Minimum Education BS/BA with minimum 25 years of work experience in the investment management industry.