Associate, Client Operations I

ASSOCIATE, CLIENT OPERATIONS I

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Client Operations I to join our Client Trust Operations team. This role is located in Pune, MH – HYBRID.

In this role, you’ll make an impact in the following ways:

• Perform routine and non-routine client service and transactional support functions. Interact with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
• Process account related transactions per scheduled events/client authenticated direction. Following established procedures, answer inquiries, and resolve problems or issues.
• Manage situations which may require adaptation of response or extensive research according to client response. Escalate more complex situations to senior colleagues.
• Integrate area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
• Perform complex operational tasks in a product or functional area.
• May be responsible for allocating and checking the work of team members. May be responsible for specific supervisory review and approval actions.
• Contribute to the achievement of team objectives.

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

• A minimum bachelor’s degree or the equivalent combination of education is required.
• Minimum 3.5+ years of prior experience in operations (Corporate Trust, Client facing, Derivatives functions, brokerage processing is preferred).
• Knowledge of Fixed-Income Securities markets, Money market, Derivatives and Capital Market.
• Knowledge of the Custody Life Cycle.
• Strong in reviewing client governing documents and interpreting the same.
• Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook).
• Strong oral and written, fluency in English language is a must.
• Problem-solving orientation.
• Client-focused.
• Efficient.
• Proactive.
• De-escalating (as required).
• Self-Management: Efficient, structured, independent and autonomous working.
• Knowledge about systems, their logic and interaction.
• Responsible time management.
• Adherence to the internal control, reporting and compliance guidelines.
• Always ready to take on special tasks (if required).

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom
BNY LinkedIn

Here’s a few of our recent 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

Our Benefits and Rewards:

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.