Senior Analyst, Client Service

About BNY Mellon

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.

Job description:

• Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
• Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
• Applies intermediate problem solving skills, experience and judgement to analyze information.
• Uses communication skills to deliver high quality service to a specialized client base.
• Provides clients information related to BNY Mellon Corporate Trust Conventional Debt Corporate Finance products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
• Responsible for administering a portfolio of Corporate Finance transactions to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfolio's compliance matters, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
• Leverages a good understanding of broader BNY Mellon services and offerings.
• Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
• 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.
• May have people management responsibilities in some geographies.
• Provides guidance to less experienced team members.
• Supports multiple, moderately complex client accounts.

Qualifications:

• Bachelors degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Corporate Trust background preferred.
• Client Service/operations experience within the financial services industry preferred.
• Ability to review and interpret contracts/governing documents.
• Corporate Trust, Securities, Debt, Bonds, Corporate Trust, Compliance, Accounting, Treasury.
• Experience in an operational area and/or client services preferred.

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