To provide efficient, high quality administrative support to the Client Management function as part of Walter Scott’s Client Service team.
Client Take On Process – responsible various key tasks including: initiating, launching and ensuring completion of the client take on process in Salesforce, coordinating activities with other WS teams, ensuring completion and reporting on status
Salesforce updates – responsible for updating contacts and company changes; adding, changing, making inactive, notifying impacted teams, updating distribution lists and considering other impacts such as authorized signatory lists
Registers & obligations– maintain records to track documents sent to clients and prospects to ensure regulatory compliance
Record management – assist with updating and maintaining client records in accordance with the WS policies and procedures
Coordinate the production of electronic mailings
Assist in the monitoring of the Client Service mailbox, ensuring that correspondence is distributed as required, actioned promptly and filed electronically in accordance with Walter Scott filing procedures
Prepare reports to support weekly Client Management and Client Service meetings and assist in the preparation of other monthly and ad-hoc management reports
Assist with Client Management team tasks as and when required, which could include participation as the Client Management representative in firm wide projects
- Meticulous attention to detail
- Client focused
- Confident coordinator and communicator both written and orally
- Highly numerate
- Ability to establish priorities, work independently with minimal supervision
- Understanding of business communication, including style and format of letters, presentations and reports
- Ability to multi task effectively
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.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: United Kingdom-Lothian Region-Edinburgh
Job: Asset Management
Internal Jobcode: 54066
Organization: Walter Scott & Partners-HR06152
Requisition Number: 1914267