Client Onboarding Specialist

1 month ago


Chennai, Tamil Nadu, India THE BANK OF NEW YORK MELLON CORPORATION Full time
Client Onboarding and Transitions Specialist

Bring Your Expertise

BNY Mellon is seeking a skilled Client Onboarding and Transitions Specialist to join our Client Activation team in Pune. As a key member of our team, you will play a critical role in delivering exceptional client service and ensuring seamless onboarding and transitions for our clients.

Key Responsibilities:
  • Provide high-quality support to clients with complex transactions and processes, responding to phone, email, and other inquiries regarding company products and services.
  • Assist clients with moderately complex operational or client issues, researching and resolving problems in a timely and efficient manner.
  • Route issues that cannot be addressed at point of contact to appropriate teams, providing status updates on problem resolution and outstanding issues.
  • Contribute to process improvement by suggesting ideas to enhance team efficiency and provide guidance to less experienced staff.
  • Ensure the quality and completion of own work.
Requirements:
  • Working in a team to deliver best possible client service related to analyzing and maintaining client documents.
  • Ensuring documents are uploaded correctly and match regulatory requirements to support daily business responsibilities while minimizing potential risk and financial loss.
  • Demonstrating understanding of various regulations applicable to the role and associated control framework to ensure ongoing adherence.
  • Demonstrating good communication skills (written and spoken) in English, as the role involves communicating with internal and external clients.
  • Generating and providing information to questions from internal and external clients.
  • Graduate or BBA/MBA degree required.
  • Minimum years of experience required.
About BNY Mellon:

BNY Mellon is a leading global financial services company with a rich history of innovation and industry firsts. We offer a culture that empowers you to grow, take risks, experiment, and be yourself. Our inclusive culture has earned us numerous awards, including Fortune's World's Most Admired Companies and Bloomberg's Gender Equality Index.

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, focusing on your health, personal resilience, and financial goals.



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