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Client Onboarding Consultant
2 months ago
At BNY Mellon, we present a diverse range of innovative career opportunities at the convergence of finance, technology, and business. As a leading global asset management and banking institution, we oversee trillions of dollars in assets, custody, and administration. Recognized as the "bank of banks," we partner with 97% of the world's top financial institutions, guiding them into the digital age.
With a legacy spanning 240 years, BNY Mellon has demonstrated an unwavering commitment to evolution and leadership in the industry. Our workforce of approximately 50,000 professionals across 35 countries fosters a culture that encourages growth, risk-taking, experimentation, and authenticity. This embodies what #LifeAtBNYMellon signifies.
We are looking for a dedicated professional to fulfill the role of Client Implementation Specialist within our Global Markets division.
In this pivotal role, you will contribute significantly in the following areas:
- Independently manage the onboarding process for clients, including account openings, closures, and transitions.
- Act as a trusted advisor to clients throughout their onboarding and transition phases.
- Gather and evaluate necessary documentation and reference data, ensuring compliance with AML and KYC regulations before account activation.
- Meet all service level agreements (SLAs) while preparing clients for new account entry by clarifying documentation requirements and market expectations.
- Collaborate directly with clients to facilitate new account openings post due diligence completion.
- Assist clients with documentation requirements and provide onsite support and training as needed.
- Ensure receipt of application forms and tax documentation from investors.
- Review documentation and coordinate with internal and external parties to meet compliance standards.
- Lead project management efforts for onboarding and transitions, including reporting, planning, and issue tracking.
- Ensure clients receive comprehensive training or conduct training sessions personally.
- Identify and address significant gaps or quality issues in transition processes, proposing improvements.
- Maintain an active portfolio of clients, ensuring ongoing account activity is managed effectively.
- Guarantee that onboarding and transition activities comply with all legal and regulatory requirements.
- Facilitate legal negotiations or document reviews and participate in user acceptance testing and fault resolution.
- Oversee the success of complex transitions, ensuring client satisfaction through quality monitoring and management of the client experience.
- Provide guidance to less experienced colleagues, acting as a team lead without direct reports.
- Recommend process enhancements based on transition analysis.
- May involve people management responsibilities in certain regions.
- Handle complex, mature, or global clients and contribute to team and area objectives.
- 5-7 years of experience in transition management or project management is preferred.
- A Bachelor's degree or equivalent experience in business management or a related field is required.
- Recognized as one of Fortune's World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023.
- Listed in Bloomberg's Gender Equality Index (GEI), 2023.
- Rated by the Human Rights Campaign Foundation, Corporate Equality Index, 2023.
- Achieved a 100% score in Disability: IN's Best Places to Work for Disability Inclusion, 2023.
- Featured in the Dow Jones Sustainability Indices as a top-performing company for Sustainability, 2023.
- Included in Forbes Blockchain 50, 2023.
BNY Mellon provides competitive compensation, benefits, and wellness programs rooted in a culture of excellence and a pay-for-performance philosophy. We offer access to flexible global resources and tools to support your life journey. Prioritize your health, enhance your personal resilience, and achieve your financial objectives as a valued member of our team, along with generous paid leave options to support you and your family during significant moments.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer, welcoming individuals from underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.
Our goal is to build the best global team, representative and inclusive of the diverse talent, clients, and communities we serve, empowering our team to excel in their work. We promote wellbeing and a balanced life, offering a variety of family-friendly, inclusive employment policies and employee forums.
BNY Mellon evaluates market data to ensure a competitive compensation package for our employees.
