Senior Associate Client Service

Job Description

Senior Associate, Client Service

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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Associate, Client Service to join our CLIENT SOLUTIONS GROUP. This role is located in PUNE, MH.

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

• The Client Solutions Group (CSG) includes Client Directors, Solution Designers, Client Service and Fixed Income Investment Specialist Teams, working together to provide a range of segregated and pooled fund clients a best in class client experience. This role would require managing multiple sub-teams/ functions who will be responsible to work on a range of functionally aligned tasks in support of the Client Solutions Group. The tasks will include managing client instruction mailbox, production of bespoke client specific reporting for onward delivery to London, periodic KYC reviews, internal reporting to CSG and SalesForce / SharePoint client platform maintenance.
• Collation and production of a suite of internal MIS. Manage the performance of assigned staff and monitoring day to day operations for the Client Solutions Group in India.
• Contribute to strengthening internal controls and operating protocols through collaboration, oversight and continuous improvement ideas.
• Serve as an escalation/ key point of contact for the onshore CSG team and staff responding to complex client and operational issues.
• Contribute to complex/ critical tasks while reviewing and approving tasks where required.
  
  

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

• At least 7-8 years of experience in relevant business area
• This role will support CSG across a range of client types (direct, pooled IMA and segregated). A knowledge of institutional asset management would be ideal. There will be no direct client contact at outset but an understanding of the role of transfer agent, consultant, custodian and other third parties would be valuable context.
• Given the nature of business, the ideal candidate would have the passion for client service, a keen eye for detail and proactive approach to improving processes in a growing organization.
• The candidate should be a self-starter, ability to multi-task, have good communication and written skills, have the ability to facilitate change, and work with all levels of management.
• Proactive, result-oriented, high integrity and be able to work independently with minimal supervision
• Good communication skills – written and oral
• Ability to prioritize across diverse deliverables and independently manage oversight of smaller functions
• Ability to independently manage people and projects, lead change and help in seamless implementation
• Excellent Excel skills and ability to manage various MI requirements for the team
  
  

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

BNY Newsroom

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Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025
  
  

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.

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