InterRep, CltOnbd/Tran/Con/KYC

Job Description

Client Onboarding/Transitions/Conversions - S3 Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures. Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff Coordinates all back-end systems to meet client expectations. Codes account privileges and inputs client requests into database tracking system. Scans contracts and set-up forms. May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions and fund restructurings. Assists 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. Provides guidance to less experienced onboarding/transitions/conversions staff, as needed. Responsible for the quality and completion of own work. Work is focused on multiple clients or on a variety of projects with greater complexity. High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 2-3 years of total work experience preferred.

Qualifications

Client Onboarding/Transitions/Conversions - S3 Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures. Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff Coordinates all back-end systems to meet client expectations. Codes account privileges and inputs client requests into database tracking system. Scans contracts and set-up forms. May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions and fund restructurings. Assists 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. Provides guidance to less experienced onboarding/transitions/conversions staff, as needed. Responsible for the quality and completion of own work. Work is focused on multiple clients or on a variety of projects with greater complexity. High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 2-3 years of total work experience preferred.


BNY Mellon is an Equal Employment Opportunity Employer.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – 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.

Primary Location: India-Maharashtra-Pune
Job: Corporate Trust
Internal Jobcode: 70088
Organization: Corporate Trust Operations-HR06117
Requisition Number: 2005192