Client Implementation Specialist (Global Markets)
BNY Mellon - New York City, NY
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Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the u201cbank of banksu201d - 97% of the worldu2019s top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, weu2019re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. Weu2019re seeking a future team member for the role of Client Implementation Specialist to join our Global Markets team. This role is located in New York City - this role, youu2019ll make an impact in the following ways: Under minimal direction, onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system. Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts. Ensures all SLAs are met. Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations. Works 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 events. Works directly with clients to access documentation requirements and reference data. May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents. Ensure application form is received and tax documentation is received from the investor. Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements. Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation. Ensures client receives all necessary training or conducts the training him/herself. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened. Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements. May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution. Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience. No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues. Suggests process improvements based on post-mortem transition analysis. May have people management responsibilities in some geographies. Responsible for complex, mature and/or global clients or more complex platforms. Contributes to the achievement of team and area objectives.To be successful in this role, weu2019re seeking the following: 5-7 years total work experience in transition management and/or project management preferred. Bacheloru2019s degree or the equivalent combination of education and experience in business management or related field is requiredAt BNY Mellon, our inclusive culture speaks for itself. Hereu2019s a few of our awards: Fortune Worldu2019s Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 Bloombergu2019s Gender Equality Index (GEI), 2023 Human Rights Campaign Foundation, Corporate Equality Index, 2023 Best Places to Work for Disability Inclusion, Disability: IN u2013 100% score, 2023 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 Forbes Blockchain 50, 2023Our Benefits: BNY Mellon 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 lifeu2019s 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 that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $97,000 and $179,000 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 BNYM 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.BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team u2013 one that is representative and inclusive of the diverse talent, clients and communities we work with and serve u2013 and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team u2013 one that is representative and inclusive of the diverse talent, clients and communities we work with and serve u2013 and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.', 'id_locale': '54569-en
Created: 2024-09-07