Perform the day to day management of team by ensuring all activities and tasks are actioned and completed in a timely manner.
Support the Client Service team with matters as they arise.
Provide expert opinion and assistance with queries received from clients, vendors and internal stakeholders.
Ensure all records keeping is completed and maintained as appropriate.
Manage the fund event/corporate action communication process.
Pro-actively manage incoming queries that fall out of usual business lines.
Ensure timely and accurate delivery of project tasks working in conjunction with other departments
Support the AML/CFT Officer on ensuring the company adheres to its policies and procedures so as to meet its regulatory obligation.
Build relationships with internal stakeholders and support teams to facilitate the delivery of a client service excellence.
Manage ongoing relationship with the relevant regional sales teams.
Oversight of the Rebates & Commissions process ensuring team follows procedures.
Support the Client Service team in their professional development.
Support Senior Manager with general team oversight including one-to-ones and team meetings.
Coordinate quarterly off-site team meetings.
Assist with oversight of the transfer agent and the services they provide.
Support the Management Company Services with their reporting requirements.
Work closely with other client service teams located within the BNY distribution business to promote effective collaboration and to ensure procedural standards are maintained.
Support 2nd line and 3rd line with queries and monitoring reviews.
Maintain the Risk & Compliance Self-Assessment (RCSA) for the Client Service Team.
Other ad-hoc tasks as they arise.
Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
Proven asset management/private banking experience will be necessary
Existing client service experience will be required
Academic/Professional Qualifications (or equivalent qualifiers)
Degree level education
Industry recognised qualifications (ie. IMC)
The Bank Of New York Mellon