Associate, Client

6 months ago


Pune, India The Bank of New York Mellon Corporation Full time

Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC

**_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/KYC to join our Corporate Trust team. This role is located in Pune, Maharashtra, IN - HYBRID.

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

- Responsible for set-up of new clients & maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures.
- Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff
- Coordinates all back-end systems to meet client expectations. Codes account privileges and inputs client requests into database tracking system. Scans contracts and set-up forms.
- May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions and fund restructurings.
- Assists with the implementation of new software releases, coordinating dates of delivery for test and production. Provides technical support for conversions by investigating client issues and researching new functionality.

To be successful in this role, we’re seeking the following:

- Bachelor’s degree or the equivalent combination of education
- 2-3 years of total work experience preferred.
- No direct reports; provides guidance to less experienced onboarding/transitions/conversions staff, as needed.

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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