Lead Analyst, Client Processing

3 weeks ago

Toronto, Canada BNY Mellon Full time

Overview

**Job Summary**:
Responsible for managing day-to-day contact with complex clients documentation and administration for a their portfolio to ensure client satisfaction, a consistent client experience and operational efficiency/control. Client documentation includes all Market activation events. Liaises with all relevant internal departments to ensure documents are received and validated timely and in line with departmental processes. Co-ordinates with internal teams to ensure documents are received and applied timely and appropriately. Ensures all necessary controls and checks are conducted at the time of reviewing documentation including completing checklists. Validates documentation against available client information to determine client structure and ensure accounts are set up appropriately for trading.

**Accountabilities**:
Subject matter expert and client liaison on market opening and ongoing maintenance requirements and liaises directly with clients.
independently assist clients through the market opening, initial solicitation of documentation for global tax, US and proxy, as well as all required reclaims and renewals for all documentation acting as the point of contact for clients at all times;
Acts as expert on global documentation, liaison with Service Director, Onboarding Directors, Client to ensure all applicable regulatory, legislative and corporate requirements are adhered to, and Prior Custodian for conversion event to establish mapping of custodial accounts and requirements
Research and respond to inquiries from internal/external clients or agencies related to the workgroup, keeping current on industry/systems knowledge and providing management reporting, as required;
Acquires in-depth knowledge of market opening requirements in global markets and uses this knowledge to educate clients on market complexities, nuances and timelines;
Reviews client documentation to ensure clients are correctly papered in global markets in line with their structures. Understanding the client and correctly documenting clients in global markets is key to obtaining the right tax treatment and reporting for clients;
Researches and resolves global documentation issues, identifying and engaging all parties as needed, and liaising with other internal business groups to resolve discrepancies and problems;
Identify and implement opportunities for improved processing, cost reduction and improved customer service;
Ensure that all critical controls, that minimize risk exposure, are in place, maintenance of department policies and procedures and client specific procedures with a thorough understanding of country specific requirements;
Track electronically the status, until completion, of each global document to ensure there is knowledge of where each document is and its status
All documentation is critical and time sensitive and the individual manages and monitors the plan tightly and proactively navigates clients through unexpected issues and delays. The individual advocates for the client by engaging Legal, Tax, parent companies, sub-custodians, regulatory authorities to seek resolution to issues and restrictions that arise in the market opening; following up with clients as needed and actively pursuing documentation to meet deadlines;
Assist clients with all questions and documentation, following up with clients as needed and actively pursuing documentation to meet deadlines;
Respond to escalated client inquiries, resolves problems, manage administrative/ operational issues and regularly monitor accounts to ensure client satisfaction and adherence to service level standards. Work with the manager to resolve escalated client issues in a timely manner;
Informing clients of market changes and explaining to clients details around new/revised documentation requirements and dealing directly and working with clients on obtaining and completing these documents;
Coordinates the solicitation for documentation within the renewal cycles according to regulations for market, and work with clients to complete documentation on time

**Qualifications**:
Bachelors degree or the equivalent combination of education and experience is required.5-7 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business..

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

**Employer Description**:

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