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Przeglądana oferta pracy jest nieaktualna
BNY Mellon (Poland) Sp. z o.o.
Data aktualizacji: 2022-02-18
Wrocław, dolnośląskie
Bankowość, Analiza
Data aktualizacji: 2022-02-18
BNY Mellon (Poland) Sp. z o.o.
Sr. Analyst, Account Mgmt
Sr. Analyst, Account Mgmt

Sr. Analyst, Account Mgmt

About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

What we do
Service Director Support Team provides support to global Client Service Directors in the wide array of areas. We are mainly focusing on client administration tasks including coordinating efforts around KPIs monitoring, billing / debtor management, account opening, reports creation and client queries/escalations across full range of services provided by BNYM.

We work for the largest clients in the industry which allows Agents to grow knowledge about all client segments and the wide range of services offered by BNYM.

Job responsibilities

The successful candidate will work with assigned global Service Directors helping them to monitor services contracted by their respective clients. He/she will be responsible for:

•    implementing and maintaining controls to ensuring KPIs/KRIs related to service delivery tasks are met

•    support around Service Director Dashboard / eCRM /  Management Information including, but not limited to creating monthly executive summaries / Financial Management reports, performing necessary quality checks etc.

•    billing and debtor management which includes monitoring unlinked accounts, coordinating with billing for invoice setup and management of aged receivables

•    coordination of service review meetings for premium and enhanced clients at prescribed frequency

•    creation of agendas, meeting invites maintenance, minutes capture and following up with stakeholders for agreed action items until resolution

•    general administration tasks which include preparation for Internal Operations Forums, due-diligence preparation, follow up on any client queries regarding NEXEN/Billing setup with internal teams, etc.

•    (annual) SLA / SLD renewal. Ensuring clients have insight in our service levels and support of the annual renewal of bespoke SLA’s working with client, SD and internal CSD teams.

We’re looking for a candidate wanting to grow his/her interpersonal skills in the dynamic international environment. Responsibilities will include creation and maintenance of the networks for each client relationship ensuring smooth information exchange and prompt resolution of queries. Therefore, this role requires:

•    a high level of risk awareness and the ability to apply that expertise to identify control points

•    ability to quickly adapt to changing situations and priorities

•    experience of process mapping, procedure documentation and definition and service level definition and monitoring

•    communication skills: client-focus, openness, problem-solving orientation, critical thinking approach, proactivity to raise to the new challenges every day, strong oral and written fluency in English language

•    self-management skills: efficient, structured, independent and autonomous working, responsible time management, adherence to the internal control, reporting and compliance guidelines, readiness to take on special tasks (if required).

•    technical proficiency: good knowledge of MS Office.

Experience in operational areas including custody, fund accounting and/or client services is preferred but not a must. Digital savviness would be an asset.


•    minimum of Bachelor’s degree or the equivalent combination of education and experience is required

•    3-5 years of total work experience required - experience in an operational area and/or client services preferred.

Our offer

•    Full time contract of employment

•    City Centre locations close to main railway station and flexible working arrangements

•    Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program

•    Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs

•    Pension scheme

•    On-site childcare and a parental buddy programme

•    Exciting opportunities for career and global mobility

•    Diverse and inclusive environment

•    Employee Referral Program

•    Recognition programmes

•    A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs).


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.