AMI International Client Service Executive Job
AMI International Client Service Executive (Job Number: 1315661)
Description
BNY Mellon Asset Management (BNYMAM) is the global asset management arm of The Bank of New York Mellon, one of the world's major financial services groups with operations in 37 countries serving more than 100 markets. With more than US$1.26 trillion in assets under management, BNY Mellon Asset Management is a global leader with offices in major financial centres throughout the world. Our multi-boutique asset management model encompasses the skills of 16 world class specialised investment managers. Each has its own unique investment philosophy and proprietary investment process and each is a leader in its field.
BNY Asset Management International Limited (AMI) is the global distribution organisation for all BNYMAM products outside of the US.
The opportunity
AMI International Client Service Executive (London based)
Job Purpose Responsibilities
- To fulfil all administrative needs of all fund buying and distributing AMI clients across Switzerland, Austria and Liechtenstein.
- To act as a first and on-going point of contact for any client service needs Responsibilities
- Coordinate negotiation and implementation of new legal agreements
- Oversee and implement client take-on (KYC, AML, servicing requirements, account opening, commission set up etc)
- Work closely with operations and administrator to ensure clients are taken on and serviced well on an on-going basis
- Forge strong relationships with clients back office departments
- Respond to incoming operational queries and ad-hoc requests in a timely and professional manner
- Draw upon the resources of the entire company to solve client's operational queries and issues
- Coordinate RFP production to ensure best possible proposals are achieved
- Work alongside the Regional Sales and Relationship Managers ensuring that they are kept appraised of all relevant issues relating to the client
- Identify areas for process and client service improvements on an on-going basis in line with business, market and product developments
- Deliver regular monthly and quarterly reports accurately and in a timely manner
- Maintain regular client contact by telephone as well as personal visits where required with the aim to improve client service and satisfaction and continue to build the BNY Mellon brand and image
Generic Staff Responsibilities:
- Comply with all corporate policies and procedures within the department.
- Alert management immediately of any significant changes to business risks and internal controls effectiveness.
- Notify management and/or Compliance immediately of any regulatory breach.
- Comply with health and safety policies and procedures operating within the business.
Core Competencies:
- Enhancing Organizational Talent
- Embracing Change
- Client Orientation
- Developing Partnerships
- Driving for Results
- Decision Making
- Global Awareness
Qualifications
Job Specific Competencies
- Fluency in English, German (Swiss dialect) and French is essential
- Team player
- Building and leveraging internal relationships
- Client knowledge and understanding
- Solving problems and creating solutions
- Executing the sales process
- Demonstrating our shared values with clients and co-workers
- Apply AMI standards of Treating Customers Fairly' in all client dealings
- Project management
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)
Primary Location: London, London, GB
Internal Jobcode: 51581
Job: Customer/Client Service
Organization: BNYMAM International-HR06161
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