265 Client Service Associate jobs in Chennai
Officer, Client Service Associate/treasury Service
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Associate, Client Service Ii
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Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “
Associate, Client Service I
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Associate, Client Service Representative I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Service Representative I to join our Corporate Trust business team. This role is located in Pune, MH- HYBRID.
**In this role, you’ll make an impact in the following ways**:
Working within Debt Funds Market Servicing SPVs and Funds
Cash Flow and Cash reconciliation of client operating accounts
Loan/Bond Trade Processing and Data Reconciliation across client portfolios
Hypothetical Trade Processing
SVP and Fund Reporting at deal level
Monitor receipt and disbursement of funds through to settlement
Handling Audit and Compliance Queries
Professional and timely handling of internal and external inquiries
Liaison with internal support areas such as Loan Operations, Custody Operations, and Cash Operations, Asset
Act as a support to the Client Service Manager who has overall responsibility for ensuring that the duties as contracted are being provided by BNY
Participate in various projects as assigned
Regular communication with external parties, including but not limited to, the portfolio manager, loan agents, trading counterparties and auditors, rating agencies
Ensure that all processes are in accordance with the Firm and Corporate Trust policies and preferred practices
Escalate issues and concerns
**To be successful in this role, we’re seeking the following**:
Fluent spoken and written English language skills is essential
Experience in financial services - knowledge of Loan Administration, Syndicated Loans and/or Structured Finance is essential
Excellent Excel Skills are required
Experience working within a global team environment
Proven track record of working within a team that delivers against deadlines and client deliverables
Adaptability (ability to modify approach as situations change, and to easily accept changes to own organization or job requirements)
Strong decision making skills
3-5yrs of exp in loan syndication/cdo/clo
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score,
**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score,
“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
**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.
**Employer Description**:
Associate, Client Service Ii
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ASSOCIATE, CLIENT SERVICE II
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Service II to join our Global Custody Operations team. This role is located in Pune, MH - HYBRID model.
**In this role, you’ll make an impact in the following ways**:
Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
Applies intermediate problem solving skills, experience and judgement to analyze information.
Uses communication skills to deliver high quality service to a specialized client base.
Provides clients information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
Leverages a good understanding of broader BNY services and offerings.
Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
Uses knowledge of client issues and needs to contribute to business development efforts.
Participates in internal activities and initiatives designed to improve the client experience.
Recommends process improvements. May have people management responsibilities in some geographies.
Provides guidance to less experienced team members. Supports multiple, moderately complex client accounts.
Supports multiple, moderately complex client accounts
**To be successful in this role, we’re seeking the following**:
Bachelors degree or the equivalent combination of education and experience is required.
5 plus years of total work experience preferred. Experience in an operational area and/or client services preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score,
**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score,
“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
**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.
**Employer Description**:
Associate, Client Service Representative I
Posted today
Job Viewed
Job Description
Associate, Client Service Representative I
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “
Associate, Client Service Representative I
Posted today
Job Viewed
Job Description
Associate, Client Service Representative I
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “
Financial Service Associate
Posted 11 days ago
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Job Description
We are seeking a Financial Service Associate to support clients with financial products and services by building strong relationships, ensuring compliance, and meeting sales and service targets. The ideal candidate will bring excellent communication and problem-solving skills, along with sound knowledge of financial products to deliver a superior customer experience.
Role and Responsibility:
- To monitor closely the HL data and cross sell insurance (Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of Sales
- To source open market business too and achieve the targets assigned
- To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
- To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
- Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
- To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire
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Financial Service Associate
Posted 4 days ago
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Job Description
We are seeking a Financial Service Associate to support clients with financial products and services by building strong relationships, ensuring compliance, and meeting sales and service targets. The ideal candidate will bring excellent communication and problem-solving skills, along with sound knowledge of financial products to deliver a superior customer experience.
Role and Responsibility:
- To monitor closely the HL data and cross sell insurance (Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of Sales
- To source open market business too and achieve the targets assigned
- To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
- To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
- Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
- To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire
Financial Service Associate
Posted today
Job Viewed
Job Description
We are seeking a Financial Service Associate to support clients with financial products and services by building strong relationships, ensuring compliance, and meeting sales and service targets. The ideal candidate will bring excellent communication and problem-solving skills, along with sound knowledge of financial products to deliver a superior customer experience.
Role and Responsibility:
- To monitor closely the HL data and cross sell insurance (Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of Sales
- To source open market business too and achieve the targets assigned
- To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
- To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
- Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
- To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire
Shared Service Associate
Posted today
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CBTS serves enterprise and midmarket clients in all industries across the United States and Canada. CBTS combines deep technical expertise with a full suite of flexible technology solutions--including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS delivers comprehensive technology solutions for its clients' transformative business initiatives. For more information, please visit .
OnX is a leading technology solution provider that serves businesses, healthcare organizations, and government agencies across Canada. OnX combines deep technical expertise with a full suite of flexible technology solutions—including Generative AI, Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, OnX delivers comprehensive technology solutions for its clients' transformative business initiatives. For more information, please visit .
Job Summary:
We are looking for a detail-oriented and analytical professional to join our Shared Services Team . This role is responsible for ensuring data accuracy across internal and customer systems, with a focus on timecard and invoice reconciliation. The ideal candidate will have strong attention to detail, excellent data entry skills, and the ability to work independently in a fast-paced, service-oriented environment.
Key Responsibilities:
Perform timecard reconciliation between internal systems and customer platforms to identify and report discrepancies.
Verify weekly and monthly invoices against customer approvals to ensure billing accuracy.
Generate and issue verification letters as required by internal or client processes.
Maintain accurate documentation of reconciliation activities and discrepancies.
Collaborate with cross-functional teams to resolve data mismatches and improve process efficiency.
Ensure compliance with internal policies and client-specific requirements.
Support continuous improvement initiatives within the Shared Services function.
Qualifications:
Minimum 1 year of experience in data reconciliation, billing, or a related shared services role.
Strong attention to detail and accuracy in data entry and validation.
Proficiency in MS Excel and other data management tools.
Ability to work independently and manage multiple priorities effectively.
Excellent communication and problem-solving skills .
Experience with timekeeping or invoicing systems is preferred.
Preferred Skills:
Familiarity with shared services operations and customer approval workflows.
Experience in staffing, consulting, or service delivery environments .
Knowledge of ERP or CRM systems .
Due to U.S. Government requirements applicable to foreign-owned telecommunications providers, non-US citizens may be required to submit to an extensive government agency background check which will necessitate disclosure of sensitive Personally Identifiable Information.
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