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Associate, Client Onboarding/Transitions/Conversions/KYC I

4 months ago

Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

Associate, Client Onboarding/Transitions/Conversions/KYC

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

With over 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 , employees across 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 talented Associate, Client Onboarding/Transitions/Conversions/KYC to join our Client Services team. This role is located in Laker Mary, FL – Hybrid.

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

Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system. Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform. Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts. Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations.

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

Bachelors degree in accounting or the equivalent combination of education and experience is required - years of total work experience preferred. 

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards: 

Fortune World’s Most Admired Companies & Top for Diversity and Inclusion  Bloomberg’s Gender Equality Index (GEI) Human Rights Campaign Foundation, % score Corporate Equality Index , Disability: IN – % score  Best Workplaces for Innovators, Fast Company CDP’s Climate Change ‘A List’

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.