- Driving the delivery of premium client service and support to institutional & intermediary clients and internal teams.
- Collaborate closely with different teams / offices for smooth client onboarding /account opening / offboarding, change management, ad hoc / periodic review and monitoring, and transaction monitoring.
- Deliver regular client reporting, marketing materials, market updates, client notices, etc., prepare/review reporting/materials and add the relevant disclaimers/disclosures to deliver on time.
- Handle enquiries and complaints timely and professionally, and promptly escalate potential issues and risks.
- Effective use of KYC and CRM system and other applications to onboard client and ensure client record is captured/updated accurately within timeline and standard.
- Ensure clients account set up appropriately to receive account statements, notices, invoices, trailer fee, management fee rebate, etc.
- Monitor clients account transactions and provide assistance or escalate to fund Transfer Agent when needed.
- Provide support and coverage to other client services/sales support staff and client services tasks in the region when needed.
- Provide client data and information to fulfil internal and external requirements/support other functions.
- Contribute to internal projects and complete internal assessments / questionnaires / surveys when needed.
- Focus on specific goals and demonstrate a sense of personal accountability and urgency for achieving results.
- Foster a sense of teamwork, support/assist other teams/offices when required.




- Fully understand and ensure adhere to established corporate policies/ procedures/internal controls/ regulations, including but not limited to AML, KYC and sanctions requirements, and promptly escalate potential risks.

To be successful in this role, we re seeking the following:
- Bachelor s degree holder preferable major in Business, Marketing or Finance related
- At least 8 years of client services/sales support work experience in Investment Management / Asset Management /Banking industries.
- Diligent, detail-oriented, quick, and self-learner, versatile and can work multi-tasking based on different priorities to meet different deadlines independently.
- Knowledge and hands-on experience in AML/KYC related tasks and mutual fund operations preferred.
- Excellent skills in Microsoft office: Word, excel, power point and any experience in Salesforce would be advantageous.
- Good written and spoken communication skills .
- Knowledge in different types of investment strategies/fund products.
- To follow working hours (9am to 5:30pm) and business days/public holiday arrangement in Singapore.
- 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

📌 Client Service Support (Pune)
🏢 BNY Mellon International Operations (India) Private
📍 Pune