- To communicate and escalate significant operational concerns to senior leadership at the client.
- To understand, document, and communicate, within BNY Mellon and client regarding new products, new strategies and new markets.
- To communicate changes within the BNY Mellon's environment that has client impact
- Serves as the operational advisor to work with the product team on communication of data to clients, including data feeds, standard report development/delivery, and design, development, and delivery of dashboards.
- Assists in maintaining client level documentation like Client contract, fee scheduled, SLD, Client specific functional leads and Non-standard client specific processes documented for operational readiness
- Design and implement regular client reporting including but not limited to functional metrics and volumes, issue tracking, new account launches, enhanced service request status, etc.
- Design and implement client level reporting to BNYM management that mirrors the client reporting on an enhanced level.
- Lead regular internal discussions with functional leaders, providing insight into client level activities, issues, concerns.
- Advise and provide input into the development of controls and protocols for the function.
- Bachelor's degree in finance or the equivalent combination of education and experience is required.
- 10-15 years of total relevant experience in accounting, Middle office Operation/ in- depth product knowledge with at least 3-5 years of management experience preferred.
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Found in: Talent SG 2A C2 - 5 days ago
Description
Roles & ResponsibilitiesWe're seeking future team members for our Middle Office operations team with roles located in Singapore in HYBRID positions.
BNY Mellon provides middle office services for asset servicing clients, including asset managers, insurance companies and asset owners. Those services consist of trade support, derivatives processing, collateral management, and Investment Book of Record (IBOR) maintenance.
Client Operations for the middle office provides a COO function for the client that oversees the daily activity of the operation and is the primary point of operational contact with the client. The role coordinates the implementation of new accounts and changes in service for existing middle office clients. The role owns the coordination of joint client testing, and the operational coordination of due diligence for new clients. Finally, the role owns operational client management level reporting for client and BNY Mellon management's consumption.
In this role, you'll make an impact in the following ways:
Primary operational point of contact for the client:
Develop management and client reporting that provides useful transparency:
To be successful in this role, we're seeking interest in the follow areas:
Product Knowledge
Account Management
Analyze Information
Leadership
Microsoft Excel
Derivatives
Middle Office
Due Diligence
Customer Engagement
Relationship Management
Pressure
Team Management
Customer Service
KYC
Service Delivery