Associate, OPS Client Service I

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Ops Client Service I to join our CLIENT SERVICE - CT INDIA team. This role is located in Pune, MH – HYBRID.

In this role, you’ll make an impact in the following ways:

Review systemic reminders from tickler management tool and act upon ticklers/reminders generated via systems used, including performing mandatory and optional client calls.
Send reminders to clients for compliance items such as financial statements, budgets, company certifications, rebate/arbitrage calculations, and other related documents.
Identify and act on fiduciary items including EMMA postings, tax reminders, TIRA annual notices, and required reports to clients or bondholders.
Follow up with clients on non-receipt of required items, ensure timely and accurate tickler maintenance, update aged ticklers with comments, and release ticklers once actions are completed.
Meet deliverables to ensure consistent green KRIs and work cooperatively and inclusively in a team environment to achieve shared objectives.
Provide clients with high quality operational support, maintain good client relations, research and resolve inquiries efficiently, and navigate internal resources to resolve moderately complex day-to-day client issues.
Monitor client inquiries, resolve non-routine issues, escalate complex or risk issues as needed, and participate in internal initiatives to identify process improvements enhancing the client experience.
Document all client communications and apply problem-solving skills, experience, and judgment to analyze information.
Demonstrate preparedness to take on back-up functions and deliver high quality service with strong communication skills.

To be successful in this role, we’re seeking the following:

A minimum bachelor’s degree or the equivalent combination of education is required.
Minimum 3.5+ years of prior experience in operations (Corporate Trust, Client facing, Governance or Derivatives functions).
Experience reviewing client governing documents such as trust indentures, escrow agreements, investment agreements, financial statements, loan agreements, and legal documents.
Knowledge of Fixed-Income Securities markets, Money market, Derivatives, and Capital Market.
Knowledge of the Custody Life Cycle.
Strong skills in reviewing and interpreting client governing documents.
Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook).
Strong oral and written communication skills with fluency in English.
Problem-solving orientation, client-focused, efficient, proactive, and capable of de-escalating situations as required.
Self-management skills including efficient, structured, independent, and autonomous working.
Knowledge about systems, their logic, and interaction.
Responsible time management and adherence to internal control, reporting, and compliance guidelines.
Willingness to take on special tasks as required.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom
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Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune, 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.