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BNY · 2 months ago

Associate, Client Onboarding Operations

600 Colonial Center Parkway, Lake Mary, FL, 32746, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

BNY is a leading global financial services company influencing nearly 20% of the world’s investible assets. The Associate, Client Onboarding Operations role involves conducting operational and data analysis activities related to client onboarding, account management, and ensuring compliance with regulatory mandates.

Financial Services

Responsibilities

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

Enable clients to support SEC Mandate for Centrally Cleared activity for US Treasuries in triparty repo market