The Client Service Associate (CSA) will work in conjunction with other areas of the company to service clients and ensure strong team communication on relevant matters. Using judgment and discretion, the CSA serves as a single point of contact for clients and internal partners regarding client installation and termination (includes review of client contracts and documenting all new requirements and procedures within department and escalates areas of concern), cash flow notification, reporting requirements, compliance certifications, guideline changes and operational details. He/she creates quality controls and delivers recurring standard and customized reports as well as ad-hoc reports to clients and authorized third parties, in a timely matter ensuring they are in line with SMAM's portfolio disclosure policy. Coordinates regular portfolio reports and client meeting materials for clients, consultants and management. Incumbent follows all standard processes as well as taking an active role in their ongoing improvement and maintenance, documents all specific client requirements and follows up to ensure smooth implementation and escalates issues with the process while identifying potential solutions. CSA supports the resolution of all operational issues identified the clients, their consultant or custodian bank, etc. as well internally assessed requirements. He/she cross-trains team members on all aspects of client specific requirements and serves as a backup ensuring seamless service. Participates in projects as needed and as deemed appropriate.
Qualifications BA/BS degree. Prefer a minimum of 2-4 years fixed income investment management experience working with and supporting institutional separate account clients focused on operations, performance measurement, client administration/service and reporting. Proven ability to take initiative to utilize resources, escalates issues, and identifies potential solutions to management. Ability to work independently and as team player. Ability to handle multiple tasks under deadline with little supervision. Excellent written and oral communication skills. Strong interpersonal skills. Demonstrate strong attention to details. Strong excel skills are required.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 07636
Job: Asset Management
Organization: NA Investment Boutiques-HR13428
Requisition Number: 1819248