Associate, Client Onboarding/Transitions/Conversions/KYC II
2 weeks ago
Associate, Client Onboarding/Transitions/Conversions/KYC
Bring your ideas. Make history.
BNY 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 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 #LifeAtBNY is all about.
We’re seeking a talented Associate, Client Onboarding/Transitions/Conversions/KYC to join our Client Services team. This role is located in Pittsburgh, PA – Hybrid.
In this role, you’ll make an impact in the following ways:
- Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system.
- Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform.
- Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
- Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations.
To be successful in this role, we’re seeking the following:
- Bachelors degree in accounting or the equivalent combination of education and experience is required
- 3-5 years of total work experience preferred.
At BNY, 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 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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
-
Lake Mary, United States BNY Mellon Full timeAssociate, 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...
-
Lake Mary, United States BNY Mellon Full timeAssociate, 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...
-
Lake Mary, United States BNY Mellon Full timeAssociate, Client Onboarding/Transitions/Conversions/KYCBring your ideas. Make history. BNY 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...
-
Lake Mary, United States BNY Mellon Full timeAssociate, Client Onboarding/Transitions/Conversions/KYCBring 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...
-
Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeAssociate, 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....
-
Lake Mary, United States BNY Mellon Full timeSenior Associate, 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....
-
Vice President, Client Onboarding/KYC II
2 weeks ago
United States, FL, Lake Mary, 32746 BNY Full time~Vice President, Client Onboarding~ 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...
-
Vice President, Client Onboarding/KYC II
4 weeks ago
Lake Mary, United States BNY Mellon Full time~Vice President, Client Onboarding~ 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...
-
Vice President, Client Onboarding/KYC II
2 weeks ago
Lake Mary, United States BNY Mellon Full time~Vice President, Client Onboarding~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...
-
Vice President, Client Onboarding/KYC II
3 weeks ago
Lake Mary, United States BNY Mellon Full timeVice President, Client Onboarding 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"...
-
Associate, Client
4 weeks ago
Lake Mary, United States BNY Mellon Full timeOverview Associate, 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....
-
Vice President, Client Onboarding/KYC II
4 weeks ago
Lake Mary, United States BNY Mellon Full time~Vice President, Client Onboarding~ 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...
-
Vice President, Client Onboarding/KYC II
2 weeks ago
Lake Mary, United States BNY Mellon Full time~Vice President, Client Onboarding~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...
-
Lake Mary, United States The Bank of New York Mellon Corporation Full time**Associate, Anti Money Laundering/Prevention/KYC Representative** **_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...
-
Global KYC Program Implementation Specialist
1 month ago
Lake Mary, United States BNY Mellon Full timeOverview 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...
-
Global KYC Program Implementation Specialist
3 weeks ago
Lake Mary, United States The Bank of New York Mellon Full timeBring 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...
-
Associate, Client Processing II
1 month ago
Lake Mary, United States BNY Mellon Full timeAssociate, Client Processing IIBring 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%...
-
Associate, Client Processing II
1 month ago
Lake Mary, United States BNY Mellon Full time~Associate, Client Processing II~ (Hybrid)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...
-
Client Implementation Manager
1 month ago
Lake Mary, United States TurningPoint Healthcare Solutions LLC. Full timeClient Implementation Manager Who We Are: TurningPoint Healthcare Solutions is a leader in advanced clinical and technology-enabled complex condition management. TurningPoint provides an innovative suite of specialty care management services and technologies that enable health plans and employers to improve the safety, quality, and affordability of...
-
Associate, Fund/Client Accounting II
2 weeks ago
United States, FL, Lake Mary, 32746 BNY Full time~Analyst, Fund Accounting~ Bring your ideas. Make history. BNY 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...