Client Onboarding Specialist

4 days ago


Lake Mary, Florida, United States BNY Full time
About BNY Mellon

BNY Mellon is a leading global financial services company that empowers employees to grow and succeed. As a pioneer in the industry, we touch nearly 20% of the world's investible assets.

We continue to be a leader in innovation, awarded as a top home for innovators and for creating an inclusive workplace. Our unique ideas and talents help make money work for the world.

This role is part of our Global Markets team, located in Lake Mary, FL or New York, NY – Hybrid. You'll have the opportunity to make a significant impact by onboard clients onto the BNY/Pershing Institutional Alternatives Platform.

Salary & Benefits

The estimated annual salary for this position is between $66,000 and $147,000, depending on experience and location. Additionally, you'll receive a highly competitive total compensation package, including commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

Our benefits and rewards include access to flexible global resources and tools, paid leaves, including paid volunteer time, and a strong culture of excellence.

Job Description

You'll serve as an advisor to clients during onboarding, transitioning, and converting to/from organization products and solutions. This role requires strong consultative skills, with a focus on providing support for a suite of products and offerings to internal and external clients.

You'll also identify gaps or quality issues in transition processes and recommend improvements. Work closely with internal stakeholders across multiple control groups to ensure regulatory requirements are met.

Requirements & Qualifications
  • Bachelor's degree or equivalent combination of education and experience required.
  • 5+ years of total work experience in Client Transitions and/or Prime Brokerage.
  • FINRA Series 7 and 99 licenses preferred.
  • Experience working with Hedge Funds, Mutual Funds, ETFs, and other investment vehicles.
  • Able to work in a fast-paced environment.
  • Well-organized, detail-oriented team player.
  • Solid background in AML/KYC regulatory environment.
About Us

At BNY Mellon, we're committed to being a leader in innovation, diversity, and inclusion. We've been recognized for our efforts, including awards from Fortune, Human Rights Campaign Foundation, Disability: IN, and more.

For over 230 years, our people have made their mark by helping clients better manage and service their financial assets around the world. Join us at BNY Mellon and make your mark.


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