Client Service Executive

BNY Mellon - New York City

Posted 907 days ago
  • Experience
    Mid-Senior level
  • Job function
    Customer Service
  • Employment type
    Full-time
  • Industry
    Financial Services
  • Employer job ID
    1201610
  • Job ID
    2783053

This is a preview of the Client Service Executive job at BNY Mellon. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

Job description

The Client Service Executives are responsible for specific aspects of the relationship with Newton's institutional clients, which include equity, multi-asset and fixed interest mandates. These cover a broad range of clients including corporate and public pension plans, foundations, sovereign wealth funds and 3rd party mutual funds, managed on both a pooled and separate account mandate basis. Key roles and responsibilities: Newton has a client-oriented culture that ensures the team consistently maintains a very high level of service for Newton's clients. The Client Service Executives will work alongside the Relationship Managers as part of a dedicated client team and will be responsible for developing excellent relationships with allocated client contacts. The person will have responsibility for a broad range of activities in developing, strengthening and maintaining client relationships including but not limited to the following:

  • Working closely with Relationship Managers and other colleagues around the business, including investment and operational teams, to coordinate the delivery of the highest standards in all aspects of the client relationship.
  • Assisting in the preparation for and participating in client meetings. Acting as a central point to coordinate the operational aspects of client portfolio transitions and restructures.
  • Responding to and assisting with enquiries from clients and their advisors.
  • Providing bespoke information to clients.
  • Assisting with the review and checking of periodic reports, prepared by the reporting team.
  • Overseeing the calculation and client payment of fees. Coordinating client cash transactions.
  • Maintaining client related information and data. Identify and implement, where applicable, ways of enhancing the Newton Institutional client service proposition.
  • Responsibility for special projects and initiatives for the benefit of the whole team.

 

Newton is recognized for its very high standard in client service, making this opportunity for the right candidate both a demanding and rewarding career opportunity.

Desired Skills and Experience

A minimum of 5 years experience working in Institutional client services is required for this role. Familiarity with a range of Investment vehicles (knowledge of US Bank collective funds an advantage). A good background in and understanding of the Investment Management Industry, experience with all institutional client types within and outside of the US would be beneficial. Detailed knowledge, understanding and experience in working as part of an Institutional client services team would be preferred. A high level of numeracy is required. Experience with the co-ordination of transitions is essential. Excellent communication skills, a high level of accuracy and timeliness are all essential qualities for fulfilling this important role. A positive and flexible attitude and an ability to think laterally. Ability to problem solve and use their own initiative, taking the lead when appropriate in dealing with a broad range of client service issues. Ability to build up strong working relationships with clients and a proactive attitude to meet their needs is paramount. Strong team player. Computer literacy is essential, to include Excel, Word and Lotus Notes. Some knowledge of accounting systems would be an advantage. Detailed knowledge on valuations and general reporting for separate account and pooled mandates.

About this company

BNY Mellon

Newton is a London-based global asset management subsidiary of The Bank of New York Mellon Corporation and part of BNY Mellon Asset Management. With assets under management of more than $71.5 billion, including assets managed by Newton Investment Management Limited as dual officers of Newton Capital Management Limited and The Bank of New York Mellon, Newton's group of affiliated companies provides a broad range of award-winning investment products and services to individuals, pension funds, charities and corporations. News and other information about Newton is available at www.newtoncapitalmanagement.com.Newton is a London-based global asset management subsidiary of The Bank of New York Mellon Corporation and part of BNY Mellon Asset Management. With assets under management of more than $71.5 billion, including assets managed by Newton Investment Management Limited as dual officers of Newton Capital Management Limited and The Bank of New York Mellon, Newton's group of affiliated companies provides a broad range of award-winning investment products and services to individuals, pension funds, charities and corporations. News and other information about Newton is available at www.newtoncapitalmanagement.com.

 

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $25.9 trillion in assets under custody and administration and $1.2 trillion in assets under management, services $11.9 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com. *As of September, 2011. Data supplied by Corporate Quarterly Earnings.

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