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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 roleof Senior Associate, Client Onboarding/Transitions/ Conversions/KYCto join our Kyc client account opening team.This role is located in Pune HYBRID.
In this role, you ll make an impact in the following ways:
1.End to End understanding of client life cycle and knowledge of settlements, crop action preferred
2. Deliver a white glove experience for high-net-worth individuals and families, from the account opening and onboarding phase through the full lifecycle of client relationships
3. Serve as a first point of contact for clients to address administrative and technical questions and ensure requests are executed
4. Support and identify business development efforts and opportunities by maintaining customer relationship management (CRM) tools
5. Provide clients with information related to BNY services or serve as a liaison to the appropriate resources
6. Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations
7. Good oral and written communication with good excel and reporting skills
To be successful in this role, we're seeking the following:
At BNY, our culture speaks for itself. Here is a few of our awards:
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2014, BNY Mellon had $28.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.
Job ID: 104666425
