Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Lead Analyst at BNY resolving complex client inquiries and supporting operational excellence in finance. Join a culture of innovation and technological advancement in the financial services sector.
Responsibilities
- Handle and resolve complex operational and technical client queries related to corporate actions and income events, ensuring high-quality service and timely execution.
- Act as the first point of escalation for senior analysts, providing guidance and resolution strategies.
- Monitor daily volumes and performance metrics (e.g., query counts, resolution rates), identifying trends and areas for improvement.
- Participate in internal initiatives to improve operational efficiency and client experience.
- Maintain accurate records of case resolutions, contribute to end-of-day (EOD) reporting, and assist in preparing internal presentations and updates for leadership.
- Liaise with other departments (e.g., Risk, Legal, Product) to ensure seamless handling of corporate actions and income-related matters.
- Contribute to training and onboarding of new team members. Share best practices and updates across the team.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- 5–7 years of experience in custody operations, corporate actions, or income processing.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Proficiency in Microsoft Office Suite (especially Excel and PowerPoint).
- Experience with query management systems and operational dashboards.
- Multilingual capabilities (e.g., Nordic languages) are a plus
Benefits
- BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- We provide access to flexible global resources and tools for your life’s journey.
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
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