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Responsible for the optimisation of relationships with Trust &Depositary clients and the maximisation of client satisfaction, as well as identifying and pursuing further business opportunities for Trust & Depositary clients.
Client business relationships – co-ordinate and maintain:
Arrange and conduct regular review meetings as necessary
Ensure high quality, efficient and professional level of service maintained
In conjunction with the Regulatory & Technical team ensure client is kept up to date with regulatory developments
Manage the production of relevant client reporting for clients where necessary:
Internal MIS and monthly reports
SLA – co-ordinate any revisions in accordance with respective client and Trust & Depositary requirements
Client reviews, quarterly or as frequent as required – with meeting minutes
Co-ordinate and manage the review of client scheme documentation / change events (including the production of the necessary T&D Deal Review Committee documentation) obtaining necessary input from other Trust & Depositary business areas, for :
Instrument / Trust Deed
Scheme of Arrangement and client communications
Associated Property scheme documentation as required
Co-ordinate and manage the completion of documentation for market openings and fund tax reclaims in conjunction with the client and the appropriate BNYM business areas
Product and Marketing:
Provide assistance for RFIs and RFPs as required
Attend and participate in new client pitches as required
Identify and maximise cross selling opportunities for BNY Mellon's products and services:
Capitalise on introductions from BNY Mellon Sales Teams
Attend industry seminars, initiatives and conferences
Maintain high level of product and regulatory knowledge
Ability to work under pressure and organisation skills
Excellent attention to detail
Detailed knowledge and practical experience of the funds industry
Excellent communication skills (both written and oral)
An understanding of the investment markets and their impact on the T& Depositary business
Building organisational talent
Operational decision making
Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
In depth knowledge and experience of CIS - essential
Broad experience in a Trustee & Depositary role – preferable
Possess industry experience with a custodian or fund manager in a client-servicing/operational role
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 & 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.
BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.
BNY Mellon is an Equal Employment Opportunity Employer.