
Jason Calla
PROFESSIONAL EXPERIENCE BNY Mellon Asset Servicing ... | Winthrop, Massachusetts, United States
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Jason Calla’s Emails ja****@me****.com
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Jason Calla’s Location Winthrop, Massachusetts, United States
Jason Calla’s Expertise PROFESSIONAL EXPERIENCE BNY Mellon Asset Servicing July 2008 – Present Vice President, Service Director • Serve as a primary day-to-day contact and point of escalation for large multi-geography fund managers and other global financial institutions • Coordinate with CSO’s to execute and resolve issues • Monitor daily operational and system workflows to ensure proper service levels are maintained or exceeded • Provide KPI and Dashboard reporting to confirm service quality • Liaise with Relationship Executive and Business Executive in the deployment of new business opportunities • Implement and administer governance meetings to ensure consistent coverage is maintained across different products and services Client Service Officer • Serve as the primary day-to-day contact for daily servicing issues between GSS and institutional clients • Partner with Relationship Management to identify ongoing ways to continuously improve relationships • Conduct client meetings regularly and assist Relationship Management on new business and cross-selling opportunities • Direct and coordinate all standard and ad hoc client events related to ongoing services • Facilitate legal contract negotiations for new and existing business opportunities • Responsible for the on-boarding process of new fund launches and coordinating KYC reviews State Street Bank - Wealth Manager Services March 2005 – July 2008 Unit Manager – Client Service (August, 2007 – July, 2008) • Manage a team responsible for overseeing approximately 1,500 accounts w/ 3 billion under custody • Led initiative for the business unit’s end –state workflow and procedure integration • Actively participate in converting new business • Monitor and respond to various risk reports to ensure all issues are addressed and cleared in a timely fashion • Responsible for reviewing client fee invoices and tracking receivables
Jason Calla’s Current Industry Bny Mellon
Jason
Calla’s Prior Industry
State Street
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Bny Mellon
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Work Experience

Bny Mellon
Service Director
Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bny Mellon
Client Service Officer
Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
State Street
Unit Manager
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
State Street
Account Manager - Client Service
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)