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Associate, Client Onboarding/Transitions/Conversions/KYC I

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BNY Mellon

1mo ago

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Banking & Finance
  • Chennai

AI generated summary

  • You need a graduate or BBA/MBA, 3 years’ experience, strong English communication, understanding of regulations, teamwork skills, and the ability to guide junior staff.
  • You will assist clients with sensitive processes, address inquiries, resolve operational issues, ensure documents meet regulations, and enhance team efficiency while maintaining quality in your work.

Requirements

  • Graduate or BBA/MBA degree required
  • Minimum 3 years of experience required
  • Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence
  • Demonstrate good communication skill (Written and Spoken) in English as the role would involve communicating with internal and external clients
  • Generating and providing information to questions from internal and external clients
  • Working in a team to deliver best possible client service related to analyzing and maintaining client’s documents
  • Ensuring documents are uploaded correctly and match regulatory requirements in order to support the daily business responsibilities whilst minimizing the potential risk and financial loss in the inherent process
  • Responsible for the quality and completion of own work
  • Provides guidance to less experienced staff

Responsibilities

  • Provides quality support to clients with Critical and sensitive Standing instructions setups processes daily. Independently assists clients by responding to phone, email and other inquiries regarding company products, services, and procedures.
  • Responds to client questions on the process and request and aids with issues that have been escalated by junior team members. Research and resolves moderately complex operational or client issues.
  • Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Assists in providing status updates on problem resolution and outstanding issues to other teams.
  • Assists with process improvement by contributing ideas to improve team efficiency. No direct reports. Provides guidance to less experienced staff.
  • Responsible for the quality and completion of own work.
  • Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence.
  • Demonstrate good communication skill ( Written and Spoken) in English as the role would involve communicating with internal and external clients.
  • Generating and providing information to questions from internal and external clients.
  • To be successful in this role, we’re seeking the following:
  • Working in a team to deliver best possible client service related to analyzing and maintaining client’s documents.
  • Ensuring documents are uploaded correctly and match regulatory requirements in order to support the daily business responsibilities whilst minimizing the potential risk and financial loss in the inherent process.
  • Demonstrate understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence.
  • Demonstrate good communication skill (Written and Spoken) in English as the role would involve communicating with internal and external clients.
  • Generating and providing information to questions from internal and external clients.

FAQs

What is the job title for this position?

The job title is Associate, Client Onboarding/Transitions/Conversions/KYC I.

Where is this position located?

This position is located in Pune, MH, and follows a hybrid work model.

What are the primary responsibilities of this role?

The primary responsibilities include providing quality support to clients, responding to inquiries, assisting with operational issues, improving processes, and ensuring regulatory compliance.

What qualifications are required for this role?

A graduate or BBA/MBA degree is required, along with a minimum of 3 years of experience.

What skills are important for success in this position?

Important skills include good communication (both written and spoken) in English, the ability to analyze and maintain client documents, and an understanding of relevant regulations and control frameworks.

Is there an opportunity for career advancement in this role?

Yes, this role provides guidance to less experienced staff and fosters opportunities for career development within the organization.

What recognition has BNY received for its workplace culture?

BNY has been recognized as America’s Most Innovative Companies, a World’s Most Admired Company, and has received a 100% score on the Human Rights Campaign Foundation's Corporate Equality Index, among other accolades.

Are there benefits associated with this position?

Yes, BNY offers competitive compensation, benefits, wellbeing programs, generous paid leaves, and support for personal resilience and financial goals.

Is BNY an equal opportunity employer?

Yes, BNY is an Equal Employment Opportunity/Affirmative Action Employer and encourages applications from underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

What is the company’s focus in the financial industry?

BNY Mellon focuses on expanding financial markets and supporting investors throughout the investment lifecycle, safeguarding nearly one-fifth of the world's financial assets.

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BNY Mellon

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.

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