Description

Overview

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

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 #LifeAtBNY is all about.

BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We’re seeking a future team member for the role of Associate, Client Service Executive to join our BNY Investments team. This role is located in either Frankfurt or Luxembourg – Hybrid.

Employer Description: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 and 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.

  • Deliver & communicate operational excellence to the intermediary clients of BNY in the assigned markets.
  • Foster and maintain strong working relationships with the operational contacts of BNY’s clients.
  • Respond to incoming operational queries and ad-hoc requests in a timely and professional manner.
  • Work alongside the Sales Team and Relationship Managers, supporting the sales process and ensuring that they are kept appraised of all relevant issues relating to the client.
  • Work closely with internal departments and the Transfer Agent to ensure the highest level of client service is achieved and maintained.
  • Identify areas for process and client service improvements on an ongoing basis and in line with business, market and product developments.
  • Observe, maintain and improve tight risk control processes.
  • Deliver regular monthly and quarterly reports to clients accurately and in a timely manner.
  • As needed, maintain regular client contact with the aim to improve client service and satisfaction and continue to build the BNY brand and image.
  • Assist in the negotiation and implementation of new legal agreements.
  • Provide temporary cover for Relationship Managers or other Client Services staff when needed.
  • Fully understand and adhere to the company’s procedures covering anti financial crime matters & distributor due diligence, including but not limited to, AML, KYC and sanctions requirements.

To be successful in this role, we’re seeking the following:

Job Specific Competencies

  • Fluency in English and German are essential
  • Strong organizational skills
  • Team player
  • Building and leveraging internal relationships
  • Client knowledge and understanding
  • Numeracy and good level of competence in Excel
  • Solving problems and creating solutions
  • Executing the sales process
  • Demonstrating our shared values with clients and co-workers
  • Apply IM EMEA standards of ‘Treating Customers Fairly’ in all client dealings

Technical Skills, Knowledge, Systems Knowledge

  • Experience in the investment management industry
  • Client Service Experience essential

Academic/Professional Qualifications (or equivalent qualifiers)

  • Graduate Level education
  • IMC preferred

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • 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

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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