Singapore Job Openings
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BNY
Associate, Client Service
FULL TIME
October 23, 2024
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #Life At BNY is all about.
We're seeking a future team member for the role of Associate to join our Client Service team. This role is located in Singapore- Hybrid work model.
Client Experience is accountable for ensuring client satisfaction as it relates to all Asset Servicing products. This position has responsibility for supporting service coverage teams across f clients in multiple locations/segments and delivering a quality client experience for sophisticated institutional investors across APAC.
In this role, you'll make an impact in the following ways:
- Client Communication: Serve as the main liaison between clients and the team, handling all client communications, addressing inquiries, and ensuring clients receive timely and accurate information.
- Documentation Management: Organize and maintain all client-related documents, including contracts, agreements, and correspondence. Ensure documents are easily accessible and up-to-date.
- Scheduling and Coordination: Ensure client meetings are arranged and participants are prepared with data and documentation required.
- Meeting Preparation: Prepare for meetings by creating agendas, compiling necessary documents, working with the reporting COE to prepare data points and setting up meeting spaces.
- up on action items to ensure deadlines are met and provide reminders to team members as needed.
- Metrics Reporting: Collect data from various sources to compile regular metrics reports. Analyze the data to identify trends and insights that can help improve team performance.
- Report Generation: Create comprehensive reports that detail team performance, client satisfaction, and other key metrics. Distribute these reports to stakeholders and discuss findings with the team.
- Client Onboarding: Assist new clients through the onboarding process by ensuring all necessary documentation is completed and providing them with the information they need to get started.
- Administrative Support: Provide general administrative support to the team.
- Event Planning: Plan and coordinate logistics for client events and team functions, including booking venues, arranging catering, and managing invitations.
- Expense Management: Track and report on team expenses, ensuring they stay within budget. Process expense reports and reimbursements in a timely manner.
- Client Feedback: Collect feedback from clients through surveys, interviews, or other methods. Analyze the feedback to identify areas for improvement and report findings to the team.
- Process Improvement: Continuously evaluate team processes and workflows. Identify inefficiencies and suggest improvements to enhance productivity and client satisfaction.
- Confidentiality: Handle all client and company information with the utmost confidentiality. Ensure that information is protected and only shared with authorized personnel.
Skills and Other Competencies
- Able to always conduct themselves with integrity and a desire for excellence, with a clear sense of personal responsibility.
- To treat all colleagues, internal and external, with respect and to proactively create an environment of teamwork.
- Understand client needs and align these to the product / services of BNY Mellon.
- First class presentation skills, both oral and written.
- A self-motivated, innovative thinker, with the ability to work as part of a team and think quickly in high pressure situations.
- Communicates effectively including writing internal briefs, Presentations scripts, status reports, etc.
- Ability to anticipate needs of stakeholders and recommend resolution to any conflicting priorities
- Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and maintain detailed records.
- Communication Skills: Strong verbal and written communication abilities to interact with clients and team members clearly and professionally.
- Time Management: Proficiency in managing time efficiently to meet deadlines and handle scheduling.
- Attention to Detail: Keen eye for detail to ensure accuracy in data entry, reporting, and documentation.
- Technical Proficiency: Familiarity with office software (e.g., Microsoft Office Suite) and data analysis tools (e.g., Excel, Tableau).
- Data Analysis: Ability to collect, analyze, and interpret data to produce meaningful metrics reports.
- Bachelor's degree or diploma preferred.
- 7+ years' experience in coordinating successful internal and external events.
- Proficient in Microsoft Office Suite
- Fluency in English is essential, additional Asian languages are also preferable.
- Ability to engage senior stakeholders in verbal and written communication.
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