Analyst, Client Onboarding/Market Activation
Client Onboarding/Market Activation/Conversions - Under client direction, conducts assigned operational and client facing activities related to client onboarding/global market documentation and account openings/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data. Determines the best set-up for client market accounts and establishes or makes updates to client market accounts. Prepares documentation related to opening new market accounts once due diligence on KYC and AML has been completed. Escalates issues to senior colleagues/managers, front office personnel, or project managers. Responsible for the daily workflow of client documentation statuses, including new openings, conversions, and remediations. Assists 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. Works closely with and provides 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. Role has no direct report responsibilities but may have training duties. Also responsible for small, less complex client requests, and/or supports non-complex project phases and contributes to the achievement of team objectives.
Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 0-3 years of total work experience preferred. Experience in client-facing or project management preferred. Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.