Job Description - Associate, Client Onboarding/Transitions/Conversions/KYC I
Associate, Client Onboarding/Transitions/Conversions/KYC 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 our clients that benefit businesses, communities and people everywhere. 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. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC I to join our Client Activation team. This role is located in Pune, MH - Hybrid In this role, you'll make an impact in the following ways: Provides quality support to clients with Critical and sensitive Standing instructions setups processes daily. Independently assists clients by responding to phone, email and other inquiries regarding company products, services, and procedures. Responds to client questions on the process and request and aids with issues that have been escalated by junior team members. Research and resolves moderately complex operational or client issues. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Assists in providing status updates on problem resolution and outstanding issues to other teams Assists with process improvement by contributing ideas to improve team efficiency. No direct reports. Provides guidance to less experienced staff. Responsible for the quality and completion of own work Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence. Demonstrate good communication skill ( Written and Spoken) in English as the role would involve communicating with internal and external clients. Generating and providing information to questions from internal and external clients To be successful in this role, we're seeking the following: Working in a team to deliver best possible client service related to analyzing and maintaining client's documents Ensuring documents are uploaded correctly and match regulatory requirements in order to support the daily business responsibilities whilst minimizing the potential risk and financial loss in the inherent process Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence. Demonstrate good communication skill (Written and Spoken) in English as the role would involve communicating with internal and external clients. Generating and providing information to questions from internal and external clients Graduate or BBA/MBA degree required Minimum 3 years of experience required. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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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