BNY Mellon Careers

Client Service Associate

Boston, Massachusetts
Asset Management


Job Description

Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. They undertake in-depth research to find growth companies that they believe will best deliver sustainable wealth generation over the long term. Walter Scott is part of BNY Mellon Investment Management, one of the world's largest investment managers.

 

Walter Scott is looking for a Client Service Associate.  Responsibilities include:

 
  • Facilitate relationship between Walter Scott and its North American clients and consultants by providing a first class service.

  • Ensure the accurate recording and dissemination of client and consultant information and activities using Walter Scott systems and processes.

  • Work hand-in hand with the Walter Scott Edinburgh Client Service team to ensure a ‘joined up’ client experience.

  • Work closely with the Head of Client Service, NA to maintain the team business plan with on-going delivery milestones & metrics.

  • Coordinate the production of appropriate team MI for reporting to Walter Scott Senior management and Governance committees to enable effective oversight and visibility of activities.

  • Provide effective calendar management including booking travel, hotel accommodation, and processing expenses for the Boston team.

  • Coordinate the production of the appropriate supporting documentation for client, consultant, and prospect meetings as requested by the Boston team, liaising with all key teams in Edinburgh.

  • Minute taking as required.

Qualifications


  • Bachelor's degree or the equivalent combination of education and experience is preferred.

  • 0-2 years’ experience.

 

Preferred Qualifications:

  • Strong relationship building and relationship management skills.

  • Investment Management experience.

  • Strong working knowledge and competency of MS Word, Excel and PowerPoint.

  • Basic Project Management experience.

  • Ability to travel to Edinburgh and UK when 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: 80001
Job: Asset Management
Organization: Walter Scott & Partners-HR06152
Requisition Number: 1909787