Senior Associate, Client Processing Team Lead
1 week ago
Client Onboarding - Senior Associate
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 240 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 Senior Associate (Grade I) to join our Global Account Opening Team. This role is in Chennai, Tamil Nadu (TN) - HYBRID.
In this role, you'll make an impact in the following ways:
Senior SME in client On-boarding processes on CLS platform. Independently on-boards clients into system, closes accounts and handles maintenance & transitions. Serve as an advisor to clients as they on- board/transition/convert to/from organization products and solutions. Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects related to on-boarding a client are completed prior to opening accounts. Ensures all SLA's are met. onboards clients, open accounts and handles transitions and conversions to the system. Analyses, reconciles and reviews incoming or outgoing data for accurate transition to platform. Obtains and reviews the appropriate documentation and reference data, and perform end to end client static data related activities which would include: .
- Functional Responsibility: Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience. Provides consultative support of complex situations for internal and external clients.
- Senior SME & Quality Check: Performs all the quality checks defined in the procedures to make sure avoid any risk events or misses. Makes sure all the controls documented are followed and highlight any control gaps identified to the senior management on priority.
KPI/ KRI: Focus is on daily, short-term goal achievement.
- Process Improvement: Researches, develops, and establishes methodologies, protocols, and processes to facilitate or improve transition project management or the client offboarding/transition/conversion experience. Guides the team in activities that align to team, area, and functional objectives. Supports in the development and implement standard operating procedures. Co-ordinate with internal and external parties involved in the workflow to have a smooth and efficient process flow.
- Escalation management: Resolves complex client offboarding/transition/conversion issues. Develops and manages the achievement of functional objectives.
To be successful in this role, we're seeking the following:
- 7-10 years of relevant work experience preferred.
- Experience in client on-boarding, KYC, securities, financial services or client-facing or project management roles preferred.
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score
- 100 Best Workplaces for Innovators, Fast Company
- CDP's Climate Change 'A List'
Our Benefits:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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