Associate, Client
5 months ago
Overview
Client Onboarding/Transitions/Conversions - IC1Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform.Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account.Conducts pre-transition/conversion testing and quality review of client data. Escalates 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 third-parties, etc.Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works 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.No direct reports. May have people management responsibilities in some geographies.Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 0-3 years of total work experience preferred. Experience in client-facing or project management preferred. Applicable local/regional licenses or certifications as required by the business.. 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.
**Employer Description**:
-
Associate, Client
5 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Associate, 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...
-
Associate, Client
5 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time**Associate, 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...
-
Associate, Client
5 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time**Associate II (Grade H) - (Contract Management)** **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...
-
Associate - Client Reporting
5 months ago
Pune, Maharashtra, India PeopleLogic Business Solutions Full timeAbout the Customer Company is an American financial services organization that is a private provider of financial retirement services in the academic, research, medical, cultural and governmental fields About the Role Designation**: *** Associate - Client Reporting** **Business Area: Nuveen Advisory Services** **Sr Client Service Associate I** The...
-
Tax and Accounts Associate
5 months ago
Baner, Pune, Maharashtra, India Rahul Dang & Associate Full timeRole Description for Tax And Accounts Associate 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....
-
Associate, Client
5 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full timeAssociate II (Grade H), Client Onboarding & Transition Management, Liquidity & Margin Services (Triparty) 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...
-
Associate, Client
5 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full timeAssociate I (Grade G), Client Onboarding & Transition - Management, Liquidity & Margin Services (Triparty) 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...
-
Associate, Client
5 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG 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...
-
Associate, Client
5 months ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full timeAssociate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG 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,...
-
Client Service Associate
10 hours ago
Mumbai, Maharashtra, India Ufirst Financial Services LLP Full timeWe are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...
-
Associate, Client Service Ii
3 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Associate, Client Service II 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...
-
Associate, Client Service Ii
4 weeks ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time**Associate, Client Service II** 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...
-
Accounts and Tax Associate
5 months ago
Pune, Maharashtra, India Rahul Dang & Associate Full time**Role Description for Accounts And Tax Executive** 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....
-
Associate, Client Service I
4 weeks ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full timeAssociate, Client Service I 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...
-
Associate, Client Solutions
5 months ago
Mumbai, Maharashtra, India GLG Full time**Job Summary**: **Overview of the Role: Associate - Client Solutions** Client Solutions Associates help to drive GLG's business model and develop their segments client base through close coordination with senior members of the team and working with clients to fulfill their primary project needs including client requests, assisting senior team members with...
-
Client Associate
5 months ago
Vashi, Navi Mumbai, Maharashtra, India Star Sea Management Pvt. Ltd. Full timeWe are looking for Client Associates, for Vashi Branch. Job Responsiblities Assisting Client Relationship Manager. Update and maintain client details. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Yearly bonus **Experience**: - total work: 1 year (preferred) **Speak with the...
-
Associate, Client Solutions
5 months ago
Mumbai, Maharashtra, India GLG Full timeThe Client Solutions - Operations Senior Associate / Associate will be responsible for managing and executing primary research deliverables to add value to GLG clients, globally. Associates/Senior Associates gain a fundamental understanding of GLG's business model and client base through close coordination with senior members of the research team while...
-
Associate, Client Service Ii
1 month ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full timeASSOCIATE, CLIENT SERVICE II 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...
-
Associate, Client Service I
4 weeks ago
Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time**Associate, Client Service I** 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...
-
Associate, Client Service I
2 months ago
Pune, Maharashtra, India BNY Mellon Full timeOverview Associate, Client Service I 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...