Posted:4 days ago| Platform: Foundit logo

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Job Type

Full Time

Job Description

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.

of Senior Associate, Client Onboarding/Transitions/ Conversions/KYC

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

1.End to End understanding of client life cycle and knowledge of settlements, crop 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 is a few of our awards:

  • Americas 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

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