Client Services Associate – BNY Investments, Japan
BNY Investments is the brand for investment management subsidiaries and affiliates within BNY Mellon. BNY Investments has global presence including Hong Kong, Singapore, Japan, Korea and Taiwan across Asia Pacific.
BNY Mellon Investment Management Japan Limited is looking for a Client Service Associate based in Japan to support both Intermediary (retail) and Pension/Financial Institutional clients.
In this role, you’ll make an impact in the following ways:
- Be client-obsessed in driving the delivery of premium client services and support to Intermediary (retail) and Pension/Financial Institutional clients.
- Collaborate closely with internal teams / offshore offices for clients onboarding /account opening / offboarding, change management, periodic review on clients’ profile and transaction monitoring.
- Manage the end-to-end process to new clients’ contracts and amendments with internal teams.
- Prepare/review/deliver regular clients reporting, marketing materials, market/outlook updates, clients notices, etc., and add relevant disclaimers/disclosures to the materials, where applicable.
- Handle clients’ enquiries and complaints timely and professionally; and promptly escalate potential issues and risks to the management teams.
- Effective use of KYC and CRM systems and other applications to onboard clients to ensure clients records are captured/updated accurately within timeline and corporate standard.
- Ensure clients’ accounts are set up properly to receive account statements, notices, invoices, trailer fee and management fee rebate, where applicable.
- Provide support and coverage to other client services/sales support staff members, as and when required.
- Basic translation to clients reporting/materials, when required.
- Participate in business projects as subject matter expert and complete internal assessments / questionnaires /surveys, when required.
- Focus on specific goals and demonstrate a sense of personal accountability and urgency to achieve results.
- Demonstrate team spirit to accomplish clients related tasks with other key stakeholders.
- Understand and adhere to corporate policies/ procedures / internal controls/ regulations, including but not limited to AML, KYC, ATC and ABC 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 or Finance
- 2-4 years of client services/sales support work experience in Investment Management / Asset Management preferred. Working experience in the Banking industry would be considered.
- Diligent, detail-minded, stay curious, own it and be able to work multi-tasking.
- Good communication and presentation skills.
- Knowledge and hands-on experience in AML/KYC related tasks preferred.
- Excellent skills in Microsoft Offices and experience in Salesforce and Tableau would be advantageous.
- Fluent Japanese and manageable English.
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.
