Senior Associate, Client Onboarding Operations Team ...

Senior Associate, Client Onboarding Operations Team Lead 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 Senior Associate, Client Onboarding Team Lead to join our Global Collateral Client Platform team. This role is located in Jersey City, NJ. In this role, you’ll make an impact in the following ways: Onboard clients into the system, open and close accounts, and handle transitions and conversions with minimal direction. Serve as an advisor to clients during onboarding, transitions, and conversions, ensuring regulatory AML and KYC requirements are met prior to account opening. Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation preparation. Support complex conversion activities for institutional client relationships, ensuring compliance, legal, and regulatory requirements are met and client satisfaction is maintained. Enable clients to support SEC Mandate for Centrally Cleared activity for US Treasuries in triparty repo market.  To be successful in this role, we’re seeking the following: Bachelor’s degree or equivalent combination of education and experience; advanced/graduate degree preferred. 5-7 years of total work experience preferred, with background in securities, financial services, client-facing, or project management roles. Experience with AML, KYC, and regulatory compliance in client onboarding and account management. 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.  Ability to act as a Team Lead by providing guidance to less experienced colleagues and monitoring work quality. 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Created: 2025-11-24