Institutional Client Service Associate - BNY Mellon - Return to Work Program

Job Locations US-MA-Boston
Customer Service/Support
Return-to-Work Program


Making a decision to return to work can be exciting and scary all at the same time. We get it 100% - many of us at reacHIRE are returners, too!!  And, we believe meaningful relationships formed along the way back to work should be built on communication and trust. Which is why our team of Program Managers are here to listen to your unique story and help you take the best next steps toward your next opportunity.We are excited to partner with BNY Mellon for a 6-month return-to-work program starting in May 2023. 


If you are a professional returning to work after a 2+ year career break or worked in part time or independent contractor roles, this could be the perfect opportunity! reacHIRE is invested in helping professionals return with confidence; providing the resources and support needed via Program Managers who will help guide and navigate the entire process alongside you. 


We know the confidence gap and imposter syndrome can get in the way of meeting amazing Returners, so please don’t hesitate to apply - we’d love to hear from you.



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 “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.  


With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.  


About Newton-Investment Management:

The Newton Investment Management Group describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd, registered in the UK, and Newton Investment Management North America LLC, registered in the US, and both are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’). 


Newton is an active investment management firm with US$100 billion of assets under management as of December 31, 2022. We use thematic ideas about the long-term investment landscape to create and manage strategies that help secure our clients’ futures.  Newton North America provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. Its current office locations include London, Boston, New York and San Francisco.

We’re seeking a future team member for the role of Institutional Client Service Associate to join our Newton- Institutional Client Services Associate team. This role is located in Boston, MA-HYBRID 


What You’ll Contribute Day-to-Day:

  • Answer general questions and resolve daily queries from clients, Client directors, internal and external contacts. 
  • Coordinate transition process for new / terminated clients. 
  • Prepare and monitor side letters including change to restrictions, regulatory updates, restriction changes, fee amendments.
  • Review and collect account opening documentation including review of legal agreements and collection and annual monitoring of AML/KYC information.
  • Prepare client presentation packs including the collation of performance data/asset attribution analysis data. 
  • Prepare ad-hoc client reporting including reporting to custodians, Fund Administrator, income forecasting
  • Prepare Due Diligence Questionnaires, Due Diligence meetings and Client Attestations.
  • Prepare information included in Trustee/Director reports for client meetings. 
  • Attend client meetings to discuss administration processes, when required. 
  • Assist with monitoring reviews. 
  • Ensure management information figures are collated on a monthly basis. 
  • Input into various departmental projects. 
  • Ensure that client database information is always kept up to date with any amendments.
  • Maintain relationships with BNYM counterparts to ensure assistance for Mutual clients.


You’ll Be a Great Fit If You Have:

  • Bachelor’s degree or the equivalent combination of education and experience 
  • 2-3 years of total work experience, Experience in an institutionally focused client service role or related position within an asset management environment preferred 
  • Knowledge of the US investment landscape, and desire to develop a full understanding of Newton’s distribution arrangements
  • Strong attention to detail
  • Keen and enthusiastic personality, adapts easily to change and works well in a team environment. 
  • Ability to pass on knowledge and experience to junior members of the team
  • Excellent written and verbal communication skills 
  • Strong organizational skills 
  • Ability to work under pressure, within tight deadlines 
  • Ability to identify and drive long term solutions to client issues



It's An Added Bonus If You Have:

  • Advanced/graduate degree 
  • Strong understanding and experience with the North American institutional landscape and regulatory backdrop, in addition to a knowledge of the North America intermediary and wholesale market 
  • Proven success in developing and maintaining client relationships 
  • Strong understanding of capital markets and investment management-related data 

About reacHIRE

reacHIRE is changing the trajectory for individuals in the workplace by partnering with forward-thinking companies. reacHIRE believes a career break shouldn't be a career breaker. At the end of the program, you may be eligible for full-time or extended contracting work, but it is not guaranteed. Either way, you’ll become part of the reacHIRE team, join with a cohort of fellow Returners, and we will provide 360-degree support via Aurora, along with a dedicated Program Manager to ensure your success every step of your journey back to work!


Our return-to-work program participants come from all walks of life, and so do we. At reacHIRE, the sum of our individual differences, life experiences, and self-expression is what makes us great. Be you and reach higher!


Please note:

  • reacHIRE will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. For assistance with your application please contact: Sarah White at
  • reacHIRE is unable to sponsor program participants for the duration of our return-to-work programs.


What’s great about working at BNY Mellon?


At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:  

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion  
  • Bloomberg’s Gender Equality Index (GEI) 
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score  
  • 100 Best Workplaces for Innovators, Fast Company 
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index 
  • CDP’s Climate Change ‘A List’ 

Our Benefits:  

BNY Mellon 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 that can support you and your family through moments that matter.  


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed