Senior Associate, Client Onboarding/Transitions/Conversions/KYC

Senior Associate, Client Onboarding/Transitions/ Conversions/KYC

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world s financial system we touch nearly 20% of the world s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We re seeking a future team member for the role of Senior Associate, Client Onboarding/Transitions/ Conversions/KYC to join our Kyc client account opening team. This role is located in Pune HYBRID.

In this role, you ll make an impact in the following ways:

1.End to End understanding of client life cycle and knowledge of settements, corp action preferred
2. Deliver a white glove experience for high net worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
3. Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
4. Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
5. Provide clients with information related to BNY services or serve as a liaison to the appropriate resources
6. Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations
7. Good oral and written communication with good excel and reporting skills

To be successful in this role, we re seeking the following:

• Education requirement - UG/PG
• Experience requirement - Overall 8+ years of experience
• Experience requirement - Experience in Client account opening/settlements/corporate actions.
• People Leadership requirement
• Regulatory projects understanding
• Excel skills & Power point skills are added advantage
• Good communication skills

At BNY, our culture speaks for itself. Here s a few of our awards:

• America s Most Innovative Companies, Fortune, 2024
• World s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability: IN - 100% score, 2023-2024
• Most Just Companies , Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.