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The Client Service Analyst provides client service, portfolio analysis and reporting for clients and consultants and also provides support to the Relationship and Consultant Relations Managers. Client Service Analysts are responsible for a specific book of clients or consultants and also work closely with Relationship Management and Consultant Relations teams, Investment Teams, Performance Measurement, Compliance, Operations and many other areas of the firm to perform their function. The CSA will also participate in various adhoc projects to advance the Distribution Support Department and the Distribution Division. Responsibilities include but are not limited to: External Client Service Responsibilities: Provide client service and respond to client inquiries. Establish and or leverage best practices and efficient, scalable processes and solutions in support of client service and reporting. Analyze, generate and deliver accurate and timely client and consultant customized and often complex reports, monthly and quarterly. Assess and respond to prospect, client and consultant inquiries on a broad variety of topics, including portfolio/product information, compliance and audit requests, and account related information. Prepare consultant and due diligence questionnaires by producing data and crafting responses utilizing all database and reporting resources. Prepare and publish timely, accurate firm-wide notifications for client initiated transactions, such as contributions, withdrawals, terminations, etc. Internal Client Service Responsibilities: Provide a broad range of support to assist the external facing staff of Sales, Relationship Managers and Consultant Relations Managers in being more efficient in executing their responsibilities. Coordinate, analyze and produce timely, accurate client presentation books and materials. Process & Administration Responsibilities: Drive periodic account reviews for enhanced client servicing and/or efficiencies. Update various systems as appropriate such as the CRM system, and the Client Reporting Database tracking system. Effectively utilize various systems to perform duties, such as FactSet, Eagle/Pace, Client Reporting Database, and Excel and other MS applications. Maintain compliant, up-to-date client folders.
BS/BA or equivalent work experience. Interest in or progress toward CFA or MBA preferred. A minimum of 2 years financial services support experience in a fast paced, time-sensitive environment is desirable. The qualified candidate must be extremely adaptable and resourceful, very well organized, accurate and able to thrive in a fast paced environment. He/she must be able to organize and prioritize work from multiple sources, effectively influence and persuade suppliers, and apply sound judgment to escalate issues or deliverables at risk. Superior written and verbal communications skills required as the role has client contact. Strong knowledge of Excel and other MS applications is required.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 05072
Job: Asset Management
Organization: The Boston Company Asset Mgmt-HR06145
Requisition Number: 1704313