Overview

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 "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.

• Onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
• Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
• Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
• Ensures all SLAs are met.
• Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations.
• Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events.
• Closes off accounts by first checking for any pending activity or balances remaining in the account.
• Works directly with clients to access documentation requirements and reference data.
• May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents.
• Ensure application form is received and tax documentation is received from the investor.
• Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements.
• Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
• Ensures client receives all necessary training or conducts the training him/herself.
• Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
• Maintains a book of clients and ensures that client activity on an account is maintained once an account is opened.
• Supports complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
• Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients.
• Supports and reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed. Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.
• May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution.
• Responsible for overall success of moderately sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience

• Bachelor's degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 5-7 years of total work experience preferred.
• Experience in securities, financial services or client-facing or project management roles preferred.
• Applicable local/regional licenses or certifications as required by the business.

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion

• Best Places to Work for Disability Inclusion , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company

• CDP's Climate Change 'A List'