Associate, Client Onboarding/Transitions/Conversions/...

Reference #: 70614Associate, Client Onboarding/Transitions/Conversions/KYC IIAt 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 and champions of inclusion, 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 Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA - 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 systemAnalyzes, reconciles and reviews incoming or outgoing data for accurate transition to platformObtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accountsPrepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectationsWorks directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset eventsCloses off accounts by first checking for any pending activity or balances remaining in the accountWorks directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documentsEnsures application form is received, and tax documentation is received from the investorLeads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparationEnsures client receives all necessary training or conducts the training him/herselfCommunicates progress to team and escalate issues or potential project delaysSupports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activitiesCompletes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clientsSupport and review control reports to effectively mitigate risks and resolve problems that arise during the conversion processAssists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressedEnsures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolutionResponsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experienceGuides the client in appropriate platform applications and structure of their program/product offeringNo direct reportsProvides guidance to less experienced colleagues as neededAllocates work to and monitors the work quality of others assigned to the clientMay have people management responsibilities in some geographiesResponsible for standard clients and contributes to the achievement of team objectivesTo be successful in this role, we're seeking the following:Bachelor's degree or the equ valent combination of education and experience is requiredAdvanced/graduate degree preferred3-5 years of total work experience preferredExperience in securities, financial services or client-facing or project management roles preferredApplicable local/regional licenses or certifications as required by the businessAt BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedInHere's a few of our recent awards:America's Most Innovative Companies, Fortune, 2025World's Most Admired Companies, Fortune 2025

Created: 2025-12-25