Senior Associate Implementation Specialist
1 week ago
Overview
We are seeking a highly skilled and experienced Senior Associate Implementation Specialist to join our Global Markets team in New York, NY. This is a hybrid role that offers the opportunity to work closely with clients, internal teams, and external partners to onboard clients into our system, manage transitions, and provide advisory services.
Responsibilities:
- Onboard clients into our system, opening and closing accounts, handling transitions and conversions.
- Serve as an advisor to clients during onboarding, transition, and conversion processes.
- Evaluate and meet service level agreements (SLAs), ensuring all necessary documentation is provided to clients.
- Collaborate with clients to open new accounts once due diligence on KYC and AML has been completed.
- Work directly with clients to access documentation requirements and reference data.
- Ensure application forms are received and tax documentation from investors is processed efficiently.
- Review documents, coordinate with internal support groups, business managers, and external parties to ensure compliance requirements are met.
- Support project management activities for onboarding/transitions/conversions, including reporting, planning, issue/risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
- Identify significant gaps or quality issues in transition processes and suggest recommendations for improvement.
- Responsible for the overall success of moderately-sized or complex transitions, ensuring client satisfaction through monitoring project quality and efficiency and managing the direct client experience.
- Suggest process improvements based on post-mortem transition analysis.
- Responsible for complex, mature, and/or global clients or more complex platforms, contributing to team and area objectives.
About Us:
BNY Mellon is a leading global financial services company with a rich history spanning over 230 years. We have a strong culture of innovation, excellence, and inclusivity. Our employees make their mark by helping clients better manage and service their financial assets around the world.
What We Offer:
- A competitive compensation package, with a base salary range of $56,000 - $120,000 per year, depending on experience and location.
- Opportunities for career growth and professional development in a dynamic and inclusive environment.
- A comprehensive benefits package, including flexible global resources and tools for your life's journey, paid leaves, and employee forums.
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