Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC
1 week ago
Intermediate Representative, Client Onboarding/Transitions/Conversions/Know Your Client
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 Intermediate Representative, Client Onboarding/Transitions/Conversions/Know Your Client to join our Client Activation team. This role is located in Pune, MH- HYBRID.
In this role, you'll make an impact in the following ways:
- Provides quality support to clients with complex transactions and processes on a daily basis. Independently assists clients by responding to phone, email and other inquiries regarding company products, services and procedures.
- Responds to client questions on the process and request and provides assistance for issues that have been escalated by junior team members. Research and resolves moderately complex operational or client issues.
- Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Assists in providing status updates on problem resolution and outstanding issues to other teams
- Assists with process improvement by contributing ideas to improve team efficiency. No direct reports. Provides guidance to less experienced staff.
- Responsible for the quality and completion of own work
To be successful in this role, we're seeking the following:
- Working in a team to deliver best possible client service related to analyzing and maintaining client's documents
- Ensuring documents are uploaded correctly and match regulatory requirements in order to support the daily business responsibilities whilst minimizing the potential risk and financial loss in the inherent process
- Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence.
- Demonstrate good communication skill (Written and Spoken) in English as the role would involve communicating with internal and external clients.
- Generating and providing information to questions from internal and external clients
- Graduate or BBA/MBA degree required
- Minimum 1.5 years of experience required.
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.
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.
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