Client Service Specialist, Investment Management (Germany & Switzerland)

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #Life AtBNY is all about. Join us and be part of something extraordinary.

About BNY Investments:

BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We’re seeking a future team member for the role of Client Service Specialist, Investment Management (Germany & Switzerland) to join our BNY Investments team. This role can be located in our Luxembourg or Frankfurt office.

In this role, you’ll make an impact in the following ways:

• Fulfill administrative needs of all funds buying and distributing MFML Luxembourg & IM EMEA clients

• Acting as a first and ongoing point of contact for any client service needs.

• Delivering & communicating operational excellence to the intermediary clients of BNY Mellon in the assigned markets.

• Fostering and maintaining strong working relationships with the operational contacts of BNY’s clients.

• Responding to incoming operational queries and ad-hoc requests in a timely and professional manner.

• Working alongside the Sales Team and Relationship Managers, supporting the sales process and ensuring that they are kept appraised of all relevant issues relating to the client.

• Working closely with internal departments and the Transfer Agent to ensure the highest level of client service is achieved and maintained.

• Identifying areas for process and client service improvements on an ongoing basis and in line with business, market and product developments.

• Observing, maintaining and improving tight risk control processes.

• Delivering regular monthly and quarterly reports to clients accurately and in a timely manner.

• Maintaining regular client contact with the aim of improving client service and satisfaction and continuing to build the BNY brand and image.

• Assisting in the negotiation and implementation of new legal agreements.

• Providing temporary cover for other Client Services staff when needed.

• Fully understanding and adhering to the company’s procedures covering anti financial crime matters & distributor due diligence, including but not limited to, AML, KYC and sanctions requirements.

To be successful in this role, we’re seeking the following:

• Client Service Experience is essential

• Graduate Level education

• Fluency in English and German are essential

• Experience in the investment management industry is a plus

• A team player who can build and leverage internal relationships

• Strong organizational, and numeracy skills, and good level of competence in Excel

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• America’s Most Innovative Companies, Fortune, 2025

• World’s Most Admired Companies, Fortune 2025

• “Most Just Companies”, Just Capital and CNBC, 2025

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.