Senior Associate Client Onboarding Transition Specialist

3 weeks ago


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

Job Summary

We are seeking a Senior Associate to join our Client Activation team. The ideal candidate will possess a strong understanding of client onboarding and conversion processes, with experience in team management and leadership.

Key Responsibilities

  • Provide quality support to clients with complex transactions and processes.
  • Independently assist clients with inquiries regarding company products, services, and procedures.
  • Respond to client questions on process and requests, and aid with issues escalated by junior team members.
  • Research and resolve complex operational or client issues.
  • Route issues that cannot be addressed to the appropriate team, and provide status updates on problem resolution.
  • Subject Matter Expert – Understand the process EE and guide the team as the Subject Matter Expert on multiple processes.

Requirements

  • UG/PG education.
  • Overall + years of experience, with minimum + years in team management.
  • Experience in Client onboarding/Investment Operations processes.
  • Min + years of handling + staffs.

  • Senior Associate Lead

    4 weeks ago


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

    Unlock Career Growth as a Senior Associate Lead - Client Onboarding SpecialistAt THE BANK OF NEW YORK MELLON CORPORATION, we empower our employees to grow and succeed in a culture that values innovation, inclusivity, and excellence. As a leading global financial services company, we touch nearly 68% of the world's investible assets, with a diverse team of...


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

    About the RoleWe are seeking a highly skilled Senior Associate to join our Client Activation team in Pune, MH. As a Senior Associate, Client Onboarding/Transitions/Conversions/KYC, you will play a critical role in providing quality support to clients with complex transactions and processes.Key ResponsibilitiesProvide exceptional support to clients,...


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

    Job SummaryWe are seeking a highly skilled and experienced Senior Analyst to join our Client Onboarding and Transition Management team. The successful candidate will be responsible for conducting operational and data analysis activities related to client onboarding and transitions, serving as an advisor to clients, and preparing for and onboarding...


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

    About the Role:We are seeking a highly skilled Senior Associate to join our Client Activation team in Pune, MH. As a Senior Associate, Client Onboarding/Transitions/Conversions Expert, you will play a critical role in providing quality support to clients with complex transactions and processes.Key Responsibilities:Provide independent assistance to clients by...


  • Pune, Maharashtra, India BNY Full time

    Become a key player in our Pershing India Operations team as a Senior Associate, Client Onboarding/Transitions/Conversions/KYC. Located in Pune, MH –HYBRID, this role offers an exciting opportunity to make a significant impact in the financial services industry.As a Conversion analyst, you will be responsible for data transmission from clients to our...


  • Pune, Maharashtra, India BNY Full time

    Role OverviewWe are seeking a highly skilled Senior Associate to join our Client Onboarding team at BNY. As a key member of our team, you will be responsible for delivering a white glove experience for high net worth individuals and families, from account opening and onboarding through the full lifecycle of client relationships.Key ResponsibilitiesEnd-to-end...


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

    Job Overview:We are seeking a highly skilled Global Account Transition Specialist to join our team at The Bank of New York Mellon Corporation. This role is responsible for ensuring the smooth transition of clients into our system, including onboarding, account closure, and maintenance.Key Responsibilities:- Serve as a senior SME in client onboarding...


  • Pune, Maharashtra, India BNY Full time

    Role OverviewWe are seeking a highly skilled Senior Associate to join our Treasury Services, Implementations team in Pune, India. As a key member of our team, you will be responsible for advising clients and providing project management support for onboarding/transition/conversion projects.Key ResponsibilitiesMember of a team responsible for advising clients...


  • Pune, Maharashtra, India BNY Full time

    Role OverviewWe are seeking a highly skilled Senior Associate to join our Treasury Services, Implementations team in Pune, India. As a key member of our team, you will be responsible for advising clients and providing project management support for onboarding/transition/conversion projects.Key ResponsibilitiesMember of a team responsible for advising clients...


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

    About the Role:We are seeking a skilled Client Onboarding Specialist to join our Client Activation team. As a key member of our team, you will be responsible for providing quality support to clients with critical and sensitive standing instructions setups, responding to client inquiries, and resolving moderately complex operational or client issues.Main...


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

    Key Client Onboarding SpecialistAs a Key Client Onboarding Specialist at BNY Mellon, you will be responsible for providing high-quality support to clients with complex transactions and processes on a daily basis. You will independently assist clients by responding to inquiries regarding company products, services, and procedures.Responsibilities:Provide...


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

    Job DescriptionWe are seeking a Senior Associate to join our Global Account Opening Team as a Client Onboarding Team Lead with expertise in the CLS platform. As a key member of our team, you will be responsible for the onboarding of clients into our system, closing accounts, and handling maintenance and transitions.Responsibilities• Senior SME in client...


  • Pune, Maharashtra, India NR Consulting - India Full time

    Job Title: Transition Operations SpecialistJob Summary: We are seeking a skilled Transition Operations Specialist to join our team at NR Consulting - India. The ideal candidate will have significant experience working in a shared services or business process outsourcing environment, with a strong functional business acumen and proven analytical and numerical...


  • Pune, Maharashtra, India Madison Logic Full time

    About Madison LogicMadison Logic is a global company that empowers B2B organizations to convert their best accounts faster. Our team is reshaping B2B marketing and having fun in the process.About the RoleAs a Client Onboarding and Support Specialist, you will be responsible for meeting established SLAs in providing Madison Logic's B2B clients with top-tier...


  • Pune, Maharashtra, India NR Consulting - India Full time

    Job Title: Transition Operations SpecialistExperience: 6 to 8 yearsLocation: Kharadi, PuneMode of work: 5 days working from OfficeKey Responsibilities:- Significant experience working in a shared services or business process outsourcing environment, ideally in procurement, finance, customer services, or HR services.- Strong functional business acumen with...


  • Pune, Maharashtra, India BNY Full time

    About the Role:We are seeking a highly skilled Senior Associate to join our Corporate Trust team in Pune, Maharashtra. As a Senior Associate, Market/Client Risk Management, you will play a key role in facilitating client onboarding responsibilities, creating payment setups, and ensuring transactions are set up correctly while mitigating risk.Key...


  • Pune, Maharashtra, India GKN Automotive Full time

    Job SummaryWe are seeking a skilled Launch Transition Specialist to join our team at GKN Automotive. In this role, you will be responsible for leading local cross-functional teams to execute customer application programmes from programme launch through to stable mass production.Key ResponsibilitiesProject Planning: Carry out delegated activities to support...


  • Pune, Maharashtra, India Madison Logic Full time

    Job Description:About Madison Logic:Our team is dedicated to reshaping B2B marketing and delivering exceptional results. We take pride in our diverse backgrounds and commitment to excellence. As a Client Onboarding and Support Specialist, you will play a crucial role in ensuring seamless onboarding and support experiences for our B2B...


  • Pune, Maharashtra, India PamTen Full time

    Job Title: Administrative AML/KYC SpecialistJob Summary: We are seeking an experienced Administrative AML/KYC Specialist to join our team at PamTen. The successful candidate will be responsible for conducting operational and data analysis activities related to client onboarding, transitions, and conversions. Key Responsibilities: • Conduct client...


  • Pune, Maharashtra, India PamTen Full time

    Job Title: Administrative AML/KYC SpecialistJob Summary: We are seeking an experienced Administrative AML/KYC Specialist to join our team at PamTen. The successful candidate will be responsible for conducting operational and data analysis activities related to client onboarding, transitions, and conversions. Key Responsibilities: Conduct client onboarding,...