Senior Associate, Client Processing Team Lead

1 month ago


Pune, Maharashtra, India THE BANK OF NEW YORK MELLON CORPORATION Full time

Client Onboarding Expertise

BNY is seeking a highly skilled Senior Associate to join our Global Account Opening Team in Chennai, Tamil Nadu (TN) - HYBRID. As a key member of our team, you will be responsible for independently onboarding clients into our system, closing accounts, and handling maintenance & transitions. You will serve as an advisor to clients as they onboard, transition, or convert to/from our organization's products and solutions.

Key Responsibilities:

  • Senior SME in client Onboarding processes on CLS platform
  • Independently onboards clients into system, closes accounts, and handles maintenance & transitions
  • Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
  • Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects related to onboarding a client are completed prior to opening accounts
  • Ensures all SLAs are met
  • Onboards clients, opens 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 performs end-to-end client static data-related activities

Requirements:

  • Years of relevant work experience preferred
  • Experience in client onboarding, KYC, securities, financial services, or client-facing or project management roles preferred

About BNY:

BNY is a leading global financial services company at the center of the world's financial system. We touch nearly % of the world's investible assets. Our culture empowers you to grow and succeed. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world.

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.



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