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.
Job title
Associate II, Client Onboarding – Account and Market Activation
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