BNY Mellon Careers

Representative, Client Onboarding/Transitions/Conversions/KYC

Oriskany, New York; Pittsburgh, Pennsylvania

Job Description

Client Onboarding/Transitions/Conversions - S2 Supports client onboarding/transition/conversion projects by performing a set of basic operational activities. Responsible for set-up of new clients and maintenance of existing clients on a standard system. Recognizes and solves typical problems that can occur in own work area by evaluating and selecting solutions from established operating procedures. Processes client access requests using established procedures, under the close supervision of more senior onboarding/transition/conversion staff Learns to coordinate back-end systems to meet client expectations. Learns to codes account privileges and inputs client requests into database tracking system, and scans contracts and set-up forms. May be responsible for supporting a defined array of transition/conversion activities, including but not limited to new business conversions, mergers, transitions and fund restructurings. May assist with the implementation of new software releases, coordinating dates of delivery for test and production. Provides technical support for conversions by investigating client issues and researching new functionality. No direct reports. Responsible for the quality and completion of own work. Work is focused on a single client base or market or on less complex, smaller projects.


High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 1-2 years of total work experience preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Client Service Delivery (CSD) brings together BNY Mellon's key operational areas into one global team to better support the company's businesses and serve clients around the world. CSD helps clients to conduct business, service assets, and engage in transactions in 35 countries and more than 100 markets. At every stage of the investments lifecycle - creating, trading, clearing, settling, holding, servicing, managing, distributing and restructuring assets - CSD is working to make BNY Mellon the recognized industry service quality and productivity leader. Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New York-Oriskany
Internal Jobcode: 70089
Job: Operations
Organization: Client Activation-HR16352
Requisition Number: 1901450