Associate, Client Service

1 week ago

Singapore BNY Full time
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.

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:
  1. 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.
  2. Documentation Management: Organize and maintain all client-related documents, including contracts, agreements, and correspondence. Ensure documents are easily accessible and up-to-date.
  3. Scheduling and Coordination: Ensure client meetings are arranged and participants are prepared with data and documentation required.
  4. 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.
  5. Task Management: Track the progress of team and client tasks and projects. Follow up on action items to ensure deadlines are met and provide reminders to team members as needed.
  6. 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.
  7. 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.
  8. 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.
  9. Administrative Support: Provide general administrative support to the team.
  10. Event Planning: Plan and coordinate logistics for client events and team functions, including booking venues, arranging catering, and managing invitations.
  11. Expense Management: Track and report on team expenses, ensuring they stay within budget. Process expense reports and reimbursements in a timely manner.
  12. 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.
  13. Process Improvement: Continuously evaluate team processes and workflows. Identify inefficiencies and suggest improvements to enhance productivity and client satisfaction.
  14. 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.
To be successful in this role, we're seeking the following:
  • 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.

  • Client Service Associate

    1 week ago

    Singapore BNY Full time

    Job SummaryWe are seeking a highly motivated and organized Client Service Associate to join our team at BNY Mellon. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients in the Asia Pacific region.Key ResponsibilitiesProvide timely and accurate information to clients through various...

  • Client Service Associate

    1 day ago

    Singapore MINMED GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesThe Client Service Associate is part of a dynamic team providing concierge-level customer service and patient care at Minmed Health Screeners. The Client Service Associate is an important touch point and a service ambassador when patients attend for Executive Health Screening.Role & Responsibilities: Provide a high level of customer...

  • Client Service Associate

    6 days ago

    Singapore BNY Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our Custody Trade Service team in Singapore. As a key member of our team, you will be responsible for providing quality client service and support to internal and external clients on a daily basis.Key Responsibilities:Apply expertise and judgment in providing...

  • Client Solutions Associate

    5 days ago

    Singapore FactSet Research Systems, Inc. Full time

    Client Solutions AssociateAt FactSet, we're looking for a talented Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for providing exceptional client service and support to our clients. You will work closely with our clients to understand their needs and provide tailored solutions to meet their...

  • Senior Client Service Associate

    1 week ago

    Singapore StriveX Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Senior Client Service Associate to join our Private Banking team. The ideal candidate will have 5-7 years of experience in a similar role and possess excellent communication and organizational skills.Key ResponsibilitiesProvide comprehensive administrative support for client accounts, including...

  • Client Solutions Associate

    3 weeks ago

    Singapore FactSet Research Systems, Inc. Full time

    About FactSetFactSet is a leading provider of financial data and software solutions for investment professionals. Our mission is to empower our clients to make informed investment decisions by providing instant access to financial data and analytics.Job SummaryWe are seeking a highly motivated and detail-oriented Client Solutions Associate to join our team....

  • Associate, Client Processing Specialist

    3 weeks ago

    Singapore BNY Full time

    Job Title: Associate, Client Processing IIAt BNY, we're seeking a highly skilled and motivated individual to join our Investor Services Operations team as an Associate, Client Processing II. This role is located in Singapore and offers a unique opportunity to make a meaningful impact in the financial services industry.Key Responsibilities:Provide exceptional...

  • Client Solutions Associate

    2 weeks ago

    Singapore FactSet Research Systems, Inc. Full time

    About FactSetFactSet is a leading provider of financial data and software solutions for investment professionals. Our mission is to empower our clients to make informed investment decisions by providing instant access to financial data and analytics.Our CultureWe value diversity, inclusivity, and collaboration. Our team is dedicated to fostering a globally...

  • Client Services Associate/Asst Relationship Manager

    4 days ago

    Singapore eFinancialCareers Full time

    A key role in our team is available for a skilled Client Services Associate/Asst Relationship Manager to provide exceptional service to high net worth clients & investors, maintaining a high standard of service quality in all work and output.Supporting the Client Advisers to deliver excellent service to clients, ensuring a high standard of service quality in...

  • Associate, Client Processing Specialist

    1 week ago

    Singapore BNY Full time

    About the RoleWe are seeking a highly skilled and motivated Associate, Client Processing to join our Investor Services Operations team in Singapore. As a key member of our team, you will be responsible for providing exceptional client service and support in a fast-paced and dynamic environment.Key ResponsibilitiesProvide routine and non-routine client...

  • Associate - Private Clients

    1 day ago

    Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore.We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial...

  • Associate, Client Relationship Management Specialist

    2 weeks ago

    Singapore Brookfield Asset Management, Inc Full time

    About the RoleThis is an exciting opportunity to join the Global Client Group at Brookfield Asset Management as an Associate. The successful candidate will support senior client relationship managers in building new relationships and maintaining existing ones with institutional investors in South Asia & Taiwan. The role will involve working across various...

  • Client Services

    1 day ago

    Singapore KLEOS RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesGlobal Securities firm is looking to hire within their Client Services function as they continue to grow out their presence in APAC. They are one of the largest players globally and has a great reputation in the trading market. You will be working alongside with a capable team based in Singapore and will be working with top tier...

  • Associate, Client Processing Specialist

    3 weeks ago

    Singapore BNY Full time

    About the RoleWe are seeking a highly skilled and motivated Associate, Client Processing to join our Investor Services Operations team in Singapore. As a key member of our team, you will be responsible for providing exceptional client service and support in a fast-paced and dynamic environment.Key ResponsibilitiesProvide routine and non-routine client...

  • Client Onboarding Associate

    1 month ago

    Singapore Danos Group Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Associate to join our team at Danos Group.Advise frontline staff on Private Banking CDD policy and procedures, as well as applicable local regulations.Manage client approval end-to-end for Private Banking files.Evaluate and escalate higher-risk relationships and reputation risks arising...

  • Client Service Associate

    19 hours ago

    Singapore MANPOWER STAFFING SERVICES (SINGAPORE) PTE LTD Full time

    Job SummaryThe ideal candidate will serve as the primary point of contact for clients, ensuring timely responses and providing exceptional client experiences. This role requires excellent interpersonal and analytical skills, with a foundation in transaction banking product knowledge.

  • Associate, Client Processing Specialist

    1 week ago

    Singapore BNY Full time

    OverviewAt BNY, our culture empowers employees to grow and succeed. As a leading global financial services company, we touch nearly 20% of the world's investible assets. Our 50,000+ employees bring the power of their perspective to create solutions with clients that benefit businesses, communities, and people everywhere.We continue to be a leader in the...

  • Team Lead, Client Service

    1 day ago

    Singapore GUIDEPOINT GLOBAL SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesGuidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Backed by a network of nearly 1.5 million experts, and Guidepoint’s 1,400 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on...

  • Client Onboarding Associate

    3 weeks ago

    Singapore Danos Group Full time

    Key ResponsibilitiesWe are seeking a highly skilled Client Onboarding Associate to join our team at Danos Group. As a key member of our Private Banking team, you will be responsible for advising frontline staff on PvB CDD policy and procedures, as well as applicable local regulations.Advise Frontline Staff: Provide guidance to frontline staff on PvB CDD...

  • Vice President, Client Service

    1 day ago

    Singapore GUIDEPOINT GLOBAL SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesGuidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Backed by a network of nearly 1.5 million experts, and Guidepoint’s 1,400 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on...