Client Onboarding/Transitions/Conversions/KYC
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role ofClient Onboarding/Transitions/Conversions/KYC to joinClient Services team. This role is located inLake Mary, FL Hybrid.
In this role, you'll make an impact in the following ways:
Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures. Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff.
Coordinates all back-end systems to meet client expectations. Codes account privileges and inputs client requests into database tracking system. Scans contracts and set-up forms.
May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions and fund restructurings. Assists with the implementation of new software releases, coordinating dates of delivery for test and production. Provides technical support for conversions by investigating client issues and researching new functionality. No direct reports. Provides guidance to less experienced onboarding/transitions/conversions staff, as needed.
Responsible for the quality and completion of own work. Work is focused on multiple clients or on a variety of projects with greater complexity.
To be successful in this role, we're seeking the following:
High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
2-3 years of total work experience preferred.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
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.