Full-Time

Specialist

Client Service Management II

BNY

BNY

Global asset management and financial advisory

No salary listed

Pune, Maharashtra, India

In Person

Category
Operations & Logistics (1)
Required Skills
Power BI
Data Governance
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree or higher is required
  • 7+ years in the investment banking industry with a strong understanding of financial domain concepts
  • Sound knowledge and hands-on experience with Power Platforms (Power Apps, Power BI, and BI infrastructure)
  • Proficiency in MS Office tools (Excel, PowerPoint)
  • Adherence to internal control, reporting, and compliance guidelines
  • Analytical and problem-solving skills, with the ability to interpret complex data sets and generate actionable insights
  • Excellent communication skills, capable of conveying data-driven insights to both technical and non-technical audiences
Responsibilities
  • Serve as a primary point of contact for internal stakeholders, delivering world‑class client service across Asset Servicing and other lines of business
  • Leverage AI-enabled insights to anticipate client needs, drive service excellence, strengthen risk and control adherence, and continuously improve client outcomes and operational efficiency
  • Participate in implementing end-to-end data and AI pipelines that integrate client, operational, and product data to enable actionable insights for clients and internal stakeholders, ensuring data quality, lineage, and applying responsible AI and model governance practices
  • Monitor smooth service delivery for global clients, support process improvement and automation opportunities, and assist with service governance reporting and general administration tasks

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.