What are the responsibilities and job description for the Associate, Client Onboarding Operations position at BNY External Career Site?
Associate - Client Onboarding Operations
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 of Associate, Client Onboarding Operations to join our Clearance and Collateral Management team. This role is located in Lake Mary, Florida – Hybrid.
In this role, you’ll make an impact in the following ways:
- Help Clients on both the buy-side and sell-side to segregate, optimize, finance and ‘transform’ collateral in support of their financial strategies.
- Determines the best set-up for client accounts, and articulates the level of documentation required, regulations, complexities in the market and market expectations.
- Controls the opening of new accounts once due diligence on KYC and AML has been completed, reviewing the supporting Account Opening Checklist for accuracy, and conducting necessary Client training, where applicable
- Provides project management for onboarding activities including planning, issue/risk tracking, scheduling, effort estimation. Communicates progress to team, escalating potential issues or delays.
- Responsible for overall success of less complex or small onboarding activities, ensuring client satisfaction through the monitoring of quality and efficiency as well as the direct client experience.
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.
- 1-2 years of total work experience. Preferred roles in financial services, experience in securities, client facing, or project management roles
- Ability to multitask several different responsibilities and functions throughout the business day
- Strong verbal and written communication skills while working with others
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.