BNY Mellon Careers

Lead Analyst, Client Service - Transfer Agency

Edinburgh, United Kingdom
Asset Servicing


Job Description

Part of a small team who are responsible for overall Client relationships on behalf of UK Transfer Agency.   This is a client facing role, managing the day to day interactions for a small group of Clients.    This will include preparing and hosting regular service review meetings, managing action logs, co-ordination of client change and appropriate escalation, management and resolution of any Client issues.       
  • Financial Services background essential with Transfer Agency experience beneficial
  • Ability to communicate and influence at all levels
  • Pro-active approach to problem solving and continuous improvement
  • Ability to manage a busy and varied workload with multiple priorities
  Core Responsibilities: 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 Mellons 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. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon. Resolves complex or non-routine client issues or inquires, as needed. 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.  

Qualifications

  Bachelors degree or the equivalent combination of education and experience is required. Substantial number of years work experience preferred. Experience in an operational area and/or client services preferred.

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 & 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: bnymellon.com/careers.

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Lothian Region-Edinburgh
Job: Asset Servicing
Internal Jobcode: 70104
Organization: Transfer Agency EMEA-HR07268
Requisition Number: 1810577