BNY Mellon Careers

Lead Analyst, Client Service

Pune, India
Asset Servicing

Job Description

Job Summary

Lead - Client Service, act as single points of contact for all client’s inquiries. In addition, they liaise with all necessary parties to ensure smooth settlement of all client’s activities



I Grade – Lead, Client Service


Primary Responsibilities

-          CSR works with external clients to monitor and resolve moderately complex day-to-day issues while co-ordinating with appropriate resources/teams at BNY Mellon.

-          Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed within the timeline.

-          Applies intermediate problem solving skills, experience and judgement to analyse information.

-          Uses communication skills to deliver high quality service to a specialized client base.

-          Provides clients information related to BNY Mellon products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.

-          Leverages a good understanding of broader BNY Mellon services and offerings.

-          Uses knowledge of client issues and needs to contribute to business development efforts.

-          Participates in internal activities and initiatives designed to improve the client experience.

-          Recommends process improvements.

-          Monitor and report status of unsettled trades pertaining to the client, the counterparty and/or the depository

-          Proactive client-specific transmission of information to the client

-          Support client on-boarding, through handling of on-boarding documentation, account opening, market SSIs etc.

-          Verify client billing and invoicing on monthly/quarterly basis.

-          Documentation of client communication

-          Provides guidance to less experienced team members.

-          Supports multiple, moderately complex client accounts.

-          Inform the Back-up promptly about any significant changes in the client relationship

-          Prompt communication/escalation of extraordinary, difficult and risk-laden client inquiries, as well as complaints

-          Preparedness to take on back-up functions

-          Cooperation within the team, beyond the team (live an open door policy) and adjoining departments


Skill Requirements/ Experience

Skill Requirements:

-          Knowledge of markets and trade & settlement practices across APAC markets

-          Knowledge of billing cycle and client invoicing

-          Knowledge of account opening/on-boardingworldwide

-          Knowledge of the entire Custody life cycle


Client Communication

-          Problem-solving orientation

-          Client-focussed

-          Efficient

-          De-escalating (as required)

-          Proactive

-          Oral and written fluency in English language



-          Realistic priority-setting under consideration of the total scope of tasks set

-          Efficient, structured, independent and autonomous working

-          Knowledge about systems, their logic and interaction

-          Functional organisation of work place

-          Responsible time management

-          Adherence to the internal control, reporting and compliance guidelines

-          Taking on of special tasks if required



-          Prior experience in custody operations(Trade processing/settlements, Corporate actions, Income, TA/billing) or custody client servicing  preferred

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: India-Maharashtra-Pune
Job: Asset Servicing
Internal Jobcode: 70104
Organization: Service Directors-HR16351
Requisition Number: 1904931