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Vice President, Client Service Support - IM Manager I
5-11 years
Pune
1 vacancy
Vice President, Client Service Support - IM Manager I
BNY
posted 4d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Vice President, Client Service Support - IM Manager I
We re seeking a future team member for the role of Vice President, Client Service Support - IM Manager I to join our Investment Management team. This role is located in Pune, MH - HYBRID.
In this role, you ll make an impact in the following ways:
- Driving the delivery of premium client service and support to institutional & intermediary clients and internal teams.
- Collaborate closely with different teams / offices for smooth client onboarding /account opening / offboarding, change management, ad hoc / periodic review and monitoring, and transaction monitoring.
- Deliver regular client reporting, marketing materials, market updates, client notices, etc., prepare/review reporting/materials and add the relevant disclaimers/disclosures to deliver on time.
- Handle enquiries and complaints timely and professionally, and promptly escalate potential issues and risks.
- Effective use of KYC and CRM system and other applications to onboard client and ensure client record is captured/updated accurately within timeline and standard.
- Ensure clients account set up appropriately to receive account statements, notices, invoices, trailer fee, management fee rebate, etc.
- Monitor clients account transactions and provide assistance or escalate to fund Transfer Agent when needed.
- Provide support and coverage to other client services/sales support staff and client services tasks in the region when needed.
- Provide client data and information to fulfil internal and external requirements/support other functions.
- Contribute to internal projects and complete internal assessments / questionnaires / surveys when needed.
- Focus on specific goals and demonstrate a sense of personal accountability and urgency for achieving results.
- Foster a sense of teamwork, support/assist other teams/offices when required.
- Fully understand and ensure adhere to established corporate policies/ procedures/internal controls/ regulations, including but not limited to AML, KYC and sanctions requirements, and promptly escalate potential risks.
To be successful in this role, we re seeking the following:
- Bachelor s degree holder preferable major in Business, Marketing or Finance related
- At least 8 years of client services/sales support work experience in Investment Management / Asset Management /Banking industries.
- Diligent, detail-oriented, quick, and self-learner, flexible and can work multi-tasking based on different priorities to meet different deadlines independently.
- Knowledge and hands-on experience in AML/KYC related tasks and mutual fund operations preferred.
- Excellent skills in Microsoft office: Word, excel, power point and any experience in Salesforce would be advantageous.
- Good written and spoken communication skills .
- Knowledge in different types of investment strategies/fund products.
- To follow working hours (9am to 5:30pm) and business days/public holiday arrangement in Singapore.
- America s Most Innovative Companies, Fortune, 2024
- World s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion , Disability: IN - 100% score, 2023-2024
- Most Just Companies , Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg s Gender Equality Index (GEI), 2023
Employment Type: Full Time, Permanent
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Job Portal
Referral
Walkin
Company Website
Campus Placement
Recruitment Consultant
30%
14%
14%
13%
12%
3%
14% candidates got the interview through other sources.
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What people at BNY are saying
Rating based on 65 Vice President
reviews
Anonymous · Investment Banking, Private Equity & VC
in Pune
Likes
Appraisal is fine. Very good work life balance. Attractive salaries and benefits. Excellent yearly bonus.
Dislikes
But promotions are slow. No Job security if you are a low performer.
Read 65 reviewsVice President salary at BNY
reported by
1k
employees
with 8-20
years exp.
₹15.3
L/yr - ₹51.1
L/yr
34%
less
than the average Vice President Salary in India
View more details
What BNY employees are saying about work life
based on 3.9k employees
Flexible timing
Monday to Friday
No travel
Day Shift
BNY Benefits
View more benefits
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