Associate, Client

1 week ago

Pune, Maharashtra, India BNY Mellon Full time
Overview
Associate (Grade H), Securities Financing Onboarding)
Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance,
and technology. We are one of the world's top asset management and banking firms that manages
trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the
world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven
ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000
employees across 35 countries with a culture that empowers you to grow, take risks, experiment and
be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Associate (Grade H), to join our
BUSINESS SEGMENT OR CORPORATE ORGANIZATION team. This role is located in PUNE,
Maharashtra, HYBRID.

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

  • Conduct assigned operational and data analysis tasks relating to client onboarding, migrations, and
conversions with mínimal guidance.

  • Serves as a client's advisor to the Relationship Manager as onboard/transition/convert to
organization products and services.

  • Prepare for and onboard clients, opens and close accounts and/or analyse, reconcile, and review
incoming or outgoing data for accurate translation to platform.

  • Determine the best setup for client accounts and establish or make updates to client accounts
  • Prepare for the opening of new accounts once due diligence on KYC and AML has been completed
  • Review the Account Opening Checklist for accuracy
  • Close off accounts by first checking for any pending activity or balances remaining in the account.
  • Obtains and reviews appropriate documentation and reference data, and ensures
regulatory aspects of AML and KYC are completed prior to opening accounts.

  • Conduct pretransition/conversion testing and quality review of client data.
  • Escalate findings to senior colleagues or assigned transition consultant.
  • Responsible for the daily workflow of client transition/conversion operational and data analysis,
monitoring each component of the transition/conversion including data requirements, regulatory and
compliance impact and data transfer, coordination with thirdparties, etc.

  • Assist with managing transitions/conversions by developing transition/conversion plans along with
timelines, assessing key resource requirements and identifying critical paths.

  • Communicate progress to team and escalate issues or potential project delays.
  • Provides project management to maintain and support less complex client relationships
  • Coordinate with different departments to complete tasks and documentation in time
  • Work closely with and provide support for Transition Consulting, Relationship Management and
Account Management teams to ensure knowledge of client priorities and preferences and a seamless
client experience.

  • Lead project management activities for onboarding/transitions/conversions such as reporting,
planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project
documentation preparation.

  • Serve as an advisor to clients and internal teams in the process of client servicing.
  • Ensures all SLAs are met.
  • Prepare clients for entering new accounts by explaining and articulating the level of documentation
required, regulations, complexities in the market and market expectations

  • Work directly with clients/vendors to access documentation requirements and reference data.
  • Review documents and coordinate with all internal support groups, business managers, and external
parties to ensure documents meet certain compliance requirements.

  • Work as SME/Primary point of contact and drive the SecFin Onboarding process from Pune
supporting APAC, EMEA, US business

  • Perform tasks or refers to vendor systems/sites like GSL Portal, SLZ /Trading App, Arrow/CDS, Pirum,
Global One, Custody system, CDS, Equilend, Bloomberg, Access Edge, SL REPRICE, CREST, GSL Portal,
EASYWAY, etc.

  • Creates MIS and Reporting Tool and present it to higher management and business on
daily/weekly/monthly basis.

  • Drive business calls with clients, stakeholders, and wider teams.
  • May participate in UAT, on boarding and fault resolution.
  • Cross train staff, create SOPs, process manuals, and conduct presentation.
  • Maintain pipeline tracker will full accuracy.
  • Participate in Idea generation programs and propose process improvement plans.
  • Supports and reviews control reports to effectively mitigate risks and resolve problems that arise
during the conversion process.

  • Marshals firmwide resources (product, technology, marketing, compliance, teams, etc.) to ensure
client needs are being addressed. Ensures onboarding/transition/conversion activities me

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