Lead Analyst, Client Service

Job Title: Lead Analyst, Client Service
Who we are:

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

What we do:

Issuers of equity and debt securities, financial intermediaries and investors worldwide require innovative and efficient securities services. That's why we provide American and global depositary receipt (DR) programs in partnership with leading companies from 50+ countries. It's also why we are the world's leading corporate trust provider, servicing outstanding debt in countries around the globe.

Team & Role:

The Treasury Services business with BNY Mellon services the payments, liquidity management and trade financing needs of our clients in the US and internationally, assisting them in their efforts to optimize cash flow, ensure adequate liquidity and manager risk - all essential components to their success.

Today, we are a recognized leader, influencing the industry, assisting our client through changes in our environment and guiding them toward new technologies that will lay the foundation for their long-term success, while also meeting their very real need to continue to use the proven solutions they have traditionally relied upon. We continue to strive to bring faster processes, simpler interactions, actionable data and insights into what rapidly evolving digital solutions promise to deliver in the future. And, while we are committed to the digital transformation of our industry, we also want our clients to know that we are balancing the enthusiasm with a continued focus on providing the stability and reliability they have come to expect from us. We deliver our solutions with a dedication to unsurpassed customer satisfaction, an approach that has continually earned us excellent customer service ratings.

The Client Service Team directly assists external clients in the LatAm Region to resolve complex day-to-day issues and guide them to appropriate resources at BNY Mellon.

Responsibilities:

Support LatAm clients in addressing and resolving complex operational and technical issues and ensuring requests are executed by having advanced problem-solving skills, judgement, and experience to analyze information.

Use developed communication skills to deliver high quality service to LatAm clients.

Use a CRM platform for all communication with clients.

Provide individuals at assigned clients information related to BNY Mellon's products and services representing an array of lines of business and geographies; 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.

Maybe the central point of contact for business development and assume client onboarding and/or risk management responsibilities.

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

Lead and participate in internal activities and initiatives designed to improve the client experience. Helps develop process improvements.

Qualifications:

• Fluent in speaking, writing and communicating in Spanish is required. Communicating in Portuguese is preferred.
• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-7 years of total work experience preferred.

Benefits:

In this role you will gain general knowledge of the financial services industry, and subject matter expertise in Treasury Services products and services. You will build a network of peers within Treasury Services and gain experience working directly with our clients. We're a team seeking an organized and detail-oriented new member who can manage their day independently and is eager to learn and grow.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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