BNY Mellon Careers

Lead Analyst, Client Service - Mutual Funds Custody - Everett, MA

Everett, Massachusetts
Asset Servicing

Job Description

Client Service - IC3 Works with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides individuals at assigned clients information related to BNY Mellon’s products and services representing an array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings. Review and prepare a profile on all manual transactions instructed by each client, their investment managers, and 3rd party vendors. Prepare customized materials with the agreed automation recommendation for each client and present those materials to the client. Work with the clients, Custody Client Service Teams, and our internal support groups to get client on boarded onto our automated solutions. Review processes from custody teams and look for solutions that increase efficiency within those teams which helps to reduce risks and leads to a better overall client experience.
Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Helps develop process improvements. No direct reports. Provides guidance to less experienced team members. Supports multiple, complex client accounts.


Bachelor’s degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Everett
Internal Jobcode: 70104
Job: Asset Servicing
Organization: Custody Client Service-HR09095
Requisition Number: 1807378