Analyst, Onboarding Analyst, Onboarding …

BNY Mellon
à Singapour, Singapore, Singapour
CDI, Plein-temps
Dernière candidature, 18 sept. 19
BNY Mellon
à Singapour, Singapore, Singapour
CDI, Plein-temps
Dernière candidature, 18 sept. 19
Analyst, Onboarding
  • Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions
  • Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform
  • Determines the best set-up for client accounts and establishes or makes updates to client accounts
  • Prepares for the opening of new accounts once due diligence on KYC and AML has been completed
  • Reviews the Account Opening Checklist for accuracy
  • Closes off accounts by first checking for any pending activity or balances remaining in the account
  • Conducts pre-transition/conversion testing and quality review of client data
  • Escalates findings to senior colleagues or assigned transition consultant
  • Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc
  • Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths
  • Coordinate with different departments to complete tasks and documentation in time
  • Communicate progress to team and escalate issues or potential project delays
  • Provides project management to maintain and support less complex client relationships
  • Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience
  • May have people management responsibilities in some geographies.
  • Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives

  • Bachelors degree or the equivalent combination of education and experience is required
  • Advanced/graduate degree preferred
  • 0-3 years of total work experience preferred
  • Experience in client-facing or project management preferred
  • Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Singapore-Singapore-
Job: Global Markets
Internal Jobcode: 70087
Organization: Global Collateral Management-HR07720
Requisition Number: 1912915