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Client Implementation Specialist

3 months ago

New York, United States BNY Mellon Full time

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 world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With 240 years of rich history and industry firsts, BNY Mellon 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 #LifeAtBNYMellon is all about. 

We’re seeking a future team member for the role of Client Implementation Specialist to join our Global Markets team. This role is located in New York City - HYBRID.

In this role, you’ll make an impact in the following ways: 

  • Under minimal direction, onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
  • 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 of AML and KYC are completed prior to opening accounts.
  • Ensures all SLAs are met. Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations.
  • Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events.
  • Works directly with clients to access documentation requirements and reference data. May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents.
  • Ensure application form is received and tax documentation is received from the investor.
  • Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements.
  • Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
  • Ensures client receives all necessary training or conducts the training him/herself.
  • Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
  • Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
  • Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.
  • May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution.
  • Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience.
  • No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues.
  • Suggests process improvements based on post-mortem transition analysis.
  • May have people management responsibilities in some geographies.
  • Responsible for complex, mature and/or global clients or more complex platforms. Contributes to the achievement of team and area objectives.

To be successful in this role, we’re seeking the following: 

  • 5-7 years total work experience in transition management and/or project management preferred.
  • Bachelor’s degree or the equivalent combination of education and experience in business management or related field is required

At BNY Mellon, 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, 2023  
  • Bloomberg’s Gender Equality Index (GEI), 2023
  • Human Rights Campaign Foundation, Corporate Equality Index, 2023
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023
  • Forbes Blockchain 50, 2023

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

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $97,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.



BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.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.