Specialist, Business Planning And Analysis

The Bank Of New York Mellon Pennsylvania , AL

Posted 2 months ago

  • 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)

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Specialist, Business Planning And Analysis

The Bank Of New York Mellon