CSR works with external clients to monitor and resolve moderately complex day-to-day issues while co[1]ordinating with appropriate resources/teams at BNY Mellon. – Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed within the timeline. – Applies intermediate problem solving skills, experience and judgement to analyse information. – Uses communication skills to deliver high quality service to a specialized client base. – 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. – Monitor and report status of unsettled trades pertaining to the client, the counterparty and/or the depository – Proactive client-specific transmission of information to the client. – Support client on-boarding, through handling of on-boarding documentation, account opening, market SSIs etc. – Verify client billing and invoicing on monthly/quarterly basis. – Documentation of client communication. – Inform the Back-up promptly about any significant changes in the client relationship. – Prompt communication/escalation of extraordinary, difficult and risk-laden client inquiries, as well as complaints. – Preparedness to take on back-up functions. – Co-operation within the team, beyond the team (live an open-door policy) and adjoining departments.
Skill Requirements: – Knowledge of global markets and trade & settlement practices across regions. – Knowledge of the entire Custody life cycle. Technical Proficiency: – Good knowledge of MS Office (Excel, Word and PowerPoint). Client Communication: – Problem-solving orientation. – Client-focussed. – Efficient. – De-escalating (as required). – Proactive. – Strong oral and written fluency in English language is a must. Self-Management: – Efficient, structured, independent and autonomous working. – Knowledge about systems, their logic and interaction. – Responsible time management. – Adherence to the internal control, reporting and compliance guidelines. – Always ready to take on special tasks (if required). Experience: – Minimum 6 years of prior experience in custody operations (Trade processing, Settlements, Cash, etc) or custody client servicing preferred.
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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