Onboarding Specialist ensuring successful software implementation for new customers at OneQrew. Facilitating trainings and workshops while collaborating with sales and support teams.
BN
Hybrid Associate II, Client Onboarding – Account and Market Activation
Posted 3 months ago
About the role
- Associate II, Client Onboarding involved in global client onboarding and account management activities at BNY. Conducting operational tasks to enhance client experiences and streamline market account setups.
Responsibilities
- Under client direction, conduct assigned operational and client-facing activities related to client onboarding, global market documentation, and account openings/conversions for complex markets.
- Prepare for and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data.
- Determine the best set-up for client complex market accounts and establish or update client market accounts.
- Prepare documentation related to opening new market accounts once due diligence on KYC and AML has been completed.
- Escalate issues to senior colleagues/managers, front office personnel, or project managers.
- Manage the daily workflow of client documentation statuses, including new openings, conversions, and remediations.
- Assist with managing new and existing business requests by developing execution plans in coordination with functional partners.
- Communicate progress to clients and other internal groups through email, phone, or regularly scheduled client meetings.
- Work closely with and provide support for Front Office, Conversions, Relationship Management, and Account Management teams to ensure knowledge of client priorities and preferences as part of a seamless client experience.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- Relevant work experience preferred.
- Experience in client-facing or project management preferred.
Benefits
- 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.
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