Associate, Client Onboarding/Transitions/Conversions/KYC I

18 hours ago

Lake Mary, Florida, United States BNY External Career Site Full time

Associate, Client Onboarding/Transitions/Conversions/KYC I

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC I to join our Global Collateral Client Platform team. This role is located in Lake Mary, FL.

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

  • Conduct assigned operational and data analysis activities related to client onboarding, transitions, and conversions under significant direction.
  • Prepare for and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data for accurate translation to platform.
  • Determine the best set-up for client accounts, establish or update client accounts, and prepare for new account openings following due diligence on KYC and AML.
  • Conduct pre-transition/conversion testing and quality review of client data, escalate findings, and assist with managing transitions/conversions by developing plans, timelines, and coordinating with departments to ensure timely completion.

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

  • Bachelor's degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
  • 0-3 years of total work experience preferred.
  • Experience in client-facing roles or project management preferred.
  • Demonstratable Microsoft Excel experience required.
  • Must be able to learn new systems and adapt to change.
  • Understanding of the Triparty Repo Market highly preferred 
  • Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

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, including paid volunteer time, 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.

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