Large

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.

Finance

BNY Mellon

You need a bachelor's degree or equivalent, 0-3 years of experience, strong Excel skills, attention to detail, and preferably, client service or Corporate Trust experience.

You will lead team efforts, provide client support, process transactions, resolve issues, oversee accounts, and contribute to team goals while mentoring others and managing complex situations.

Customer Relations

Banking & Finance

Pune

Overview
 Intermediate Representative, Client Processing
 At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
 We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
 We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Corporate Trust business team. This role is located in Pune, MH- HYBRID.
 
In this role, you’ll make an impact in the following ways: 
To help plan and orchestrate execution of the work and build a cohesive team. Provide inspiration, coaching, and feedback to team members, report back on progress to tribe leaders, and give input on people development and performance to relevant chapter leaders.
 Performs routine and non-routine client service and transactional support functions.
 Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
 Processes account related transactions per scheduled events/client authenticated direction.
 Following established procedures, answers inquiries, and resolves problems or issues.
 Manages situations which may require adaptation of response or extensive research according to client response.
 Oversight and reconciliation of accounts.
 Escalates more complex situations to senior colleagues.
 Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
 Performs complex operational tasks in a product or functional area.
 May be responsible for allocating and checking the work of team members.
 Contributes to the achievement of team objectives.
 
To be successful in this role, we’re seeking the following: 
Bachelor’s degree or the equivalent combination of education and experience is required.
 0-3 years of total work experience strongly preferred.
 Intermediate to advanced excel skills.
 Attention to detail, multi-tasking, sense of urgency and using initiative.
 Client Service/Operations experience within financial services is strongly preferred.
 Corporate Trust background preferred.
 Finance/accounting, compliance/reporting, reconciliation background experience preferred.
 CLO/CDO/SOLVAS background preferred.
 
At BNY, our culture speaks for itself. Here’s a few of our awards:
 America’s Most Innovative Companies, Fortune, 2024
 World’s Most Admired Companies, Fortune 2024
 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
 “Most Just Companies”, Just Capital and CNBC, 2024
 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
 Bloomberg’s Gender Equality Index (GEI), 2023
 
Our Benefits and Rewards: 
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.
 
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
 
Employer Description: 
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 and 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: bnymellon.com/careers.

Overview
Intermediate Representative, Client Processing
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Corporate Trust business team. This role is located in Pune, MH- HYBRID.

In this role, you’ll make an impact in the following ways:
To help plan and orchestrate execution of the work and build a cohesive team. Provide inspiration, coaching, and feedback to team members, report back on progress to tribe leaders, and give input on people development and performance to relevant chapter leaders.
Performs routine and non-routine client service and transactional support functions.
Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
Processes account related transactions per scheduled events/client authenticated direction.
Following established procedures, answers inquiries, and resolves problems or issues.
Manages situations which may require adaptation of response or extensive research according to client response.
Oversight and reconciliation of accounts.
Escalates more complex situations to senior colleagues.
Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
Performs complex operational tasks in a product or functional area.
May be responsible for allocating and checking the work of team members.
Contributes to the achievement of team objectives.

To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required.
0-3 years of total work experience strongly preferred.
Intermediate to advanced excel skills.
Attention to detail, multi-tasking, sense of urgency and using initiative.
Client Service/Operations experience within financial services is strongly preferred.
Corporate Trust background preferred.
Finance/accounting, compliance/reporting, reconciliation background experience preferred.
CLO/CDO/SOLVAS background preferred.

At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:
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 and 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: bnymellon.com/careers.

Intermediate Representative, Client Processing - BNY Mellon

Intermediate Representative, Client Processing

You need a bachelor's in accounting or equivalent education/experience, and 0-3 years in work experience, preferably in accounting or fund administration.

You will administer funds, reconcile cash, analyze metrics, assist clients, ensure compliance, collaborate with auditors, and support fund performance reporting.

Accounting & Tax

<div>Intermediate Representative, Cash Processing/Funds Transfer
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world&rsquo;s financial system we touch nearly 20% of the world&rsquo;s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We&rsquo;re seeking a future team member for the role of Intermediate Representative, Cash Processing/Funds Transfer to join our Global Transfer Agency team. This role is located in Pune, Maharashtra - HYBRID
In this role, you&rsquo;ll make an impact in the following ways:
<ul><li>Fund Administration - IC1Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance.
</li><li>Calculates daily fund position and cash reconciliations.
</li><li>Resolves discrepancies and escalates issues to more senior colleagues.
</li><li>Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics.
</li><li>Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds.
</li><li>Reviews fund data and monitors compliance with all regulatory, BNY and client specifications.
</li><li>Works with internal and external auditors to provide requested information.
</li><li>Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials.
</li><li>Reviews fund expense budgeting conducted by support staff.
</li><li>No direct reports.
</li><li>Contributes to the achievement of team objectives
</li></ul>To be successful in this role, we&rsquo;re seeking the following:
<ul><li>Bachelors degree in accounting or the equivalent combination of education and experience is required.
</li><li>0-3 years of total work experience preferred.
</li><li>Experience in accounting or fund administration preferred
</li></ul>At BNY, our culture speaks for itself. Here&rsquo;s a few of our awards:
<ul><li>America&rsquo;s Most Innovative Companies, Fortune, 2024
</li><li>World&rsquo;s Most Admired Companies, Fortune 2024
</li><li>Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
</li><li>Best Places to Work for Disability Inclusion , Disability: IN &ndash; 100% score, 2023-2024
</li><li>&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2024
</li><li>Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
</li>Bloomberg&rsquo;s Gender Equality Index (GEI), 2023 
<li>
</li></ul> 
Our Benefits and Rewards:
BNY 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 life&rsquo;s 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.</div>

Intermediate Representative, Cash Processing/Funds Transfer
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Intermediate Representative, Cash Processing/Funds Transfer to join our Global Transfer Agency team. This role is located in Pune, Maharashtra - HYBRID
In this role, you’ll make an impact in the following ways:
Fund Administration - IC1Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance.
Calculates daily fund position and cash reconciliations.
Resolves discrepancies and escalates issues to more senior colleagues.
Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics.
Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds.
Reviews fund data and monitors compliance with all regulatory, BNY and client specifications.
Works with internal and external auditors to provide requested information.
Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials.
Reviews fund expense budgeting conducted by support staff.
No direct reports.
Contributes to the achievement of team objectives
To be successful in this role, we’re seeking the following:
Bachelors degree in accounting or the equivalent combination of education and experience is required.
0-3 years of total work experience preferred.
Experience in accounting or fund administration preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023


Our Benefits and Rewards:
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Intermediate Representative, Cash Processing/Funds Transfer - BNY Mellon

Intermediate Representative, Cash Processing/Funds Transfer

You need a bachelor’s degree, 7-10 years in financial services, C-suite relationship management, strong client service skills, and the ability to coordinate teams with excellent communication and organization.

You will build client relationships, manage agreements, drive meetings, expand business, address needs, recommend processes, mentor staff, and coordinate revenue growth efforts.

Sales & Business Development

Berwyn

Job Description At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We’re seeking a future team member for the role of Vice President, Relationship Management to join our Archer team. This role is located in Berwyn, PA – Hybrid. In this role, you’ll make an impact in the following ways: Develop strong relationships with client ‘Economic buyer’ Manage client master agreements and list of services Manage customer needs, business drivers and service requirements Ability to articulate best practices and make business process recommendations Drive regular client meetings/calls with project updates, ongoing status, and platform updates Expand the scope of existing business relationships Coordinate new business development efforts, accelerate revenue Act as a mentor for less tenured staff – coordinate training sessions, as required To be successful in this role, we’re seeking the following: Bachelors degree or the equivalent combination of education and experience is required Significant experience managing C-suite level relationships Prior experience working as key contact to deliver small projects successfully Must have at least 7-10 years of experience in a related financial services role(s) Exceptional client service, advocacy, problem-solving and relationship development skills Expertise in coordinating across multi-functional teams Excellent verbal and written communication skills Adept at prioritization of multiple tasks Outstanding organizational and follow up skills are a must Motivated to work effectively among a team of professionals and operate with minimal oversight, when the situations require Expected travel approximately 10-20% At BNY, our culture speaks for itself. Here’s a few of our awards: * America’s Most Innovative Companies, Fortune, 2024 * World’s Most Admired Companies, Fortune 2024 * Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 * Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 * “Most Just Companies”, Just Capital and CNBC, 2024 * Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 * Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits And Rewards BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job DescriptionAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.We’re seeking a future team member for the role of Vice President, Relationship Management to join our Archer team. This role is located in Berwyn, PA – Hybrid.In this role, you’ll make an impact in the following ways:Develop strong relationships with client ‘Economic buyer’Manage client master agreements and list of servicesManage customer needs, business drivers and service requirementsAbility to articulate best practices and make business process recommendationsDrive regular client meetings/calls with project updates, ongoing status, and platform updatesExpand the scope of existing business relationshipsCoordinate new business development efforts, accelerate revenueAct as a mentor for less tenured staff – coordinate training sessions, as requiredTo be successful in this role, we’re seeking the following:Bachelors degree or the equivalent combination of education and experience is requiredSignificant experience managing C-suite level relationshipsPrior experience working as key contact to deliver small projects successfullyMust have at least 7-10 years of experience in a related financial services role(s)Exceptional client service, advocacy, problem-solving and relationship development skillsExpertise in coordinating across multi-functional teamsExcellent verbal and written communication skillsAdept at prioritization of multiple tasksOutstanding organizational and follow up skills are a mustMotivated to work effectively among a team of professionals and operate with minimal oversight, when the situations requireExpected travel approximately 10-20%At BNY, our culture speaks for itself. Here’s a few of our awards: * America’s Most Innovative Companies, Fortune, 2024 * World’s Most Admired Companies, Fortune 2024 * Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 * Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 * “Most Just Companies”, Just Capital and CNBC, 2024 * Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 * Bloomberg’s Gender Equality Index (GEI), 2023      Our Benefits And RewardsBNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Vice President, Relationship Management II - BNY Mellon

Vice President, Relationship Management II

You need a UG/PG degree, 7+ years of experience in client onboarding/offboarding, knowledge of regulatory projects, and strong Excel and PowerPoint skills. Good communication is essential.

You will support the KYC Offboarding team, manage cases, handle ad-hoc tasks, ensure compliance, guide processes, and lead team development.

People, HR & Administration

<div>Associate, Client Onboarding/Trans/Conv/Kyc II
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world&rsquo;s financial system we touch nearly 20% of the world&rsquo;s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We&rsquo;re seeking a future team member for the role of Associate, Client Onboarding/Trans/Conv/Kyc II to join our KYC Offboarding clearing house team. This role is located in Pune, MH - HYBRID
In this role, you&rsquo;ll make an impact in the following ways:
<ul><li>Provides quality support to KYC Offboarding team to clear the cases on day-to-day basis.
 </li><li>Should be able to provide support independently and assist internal stakeholders and other internal requests that are flowing in Offboarding team&rsquo;s queue.
</li><li>To manage the ad-hoc tasks related to Offboarding tasks.
</li><li>To have a clear understanding of KYC procedures related to Onboarding, Offboarding process.
</li><li>To have a clear understanding of the Regulatory projects and risks related to the same.
</li><li>To have a clear understanding of the different stages of the KYC.
</li><li>Subject Matter Expert &ndash; Understand the process E2E and guide the team as the Subject Matter Expert on the multiple processes within the team and contribute positively to the various process improvement Initiatives.
</li><li>Responsible for the quality and completion of own and Team&rsquo;s work
</li>People Management - Lead a team of support staff and professionals, including coaching, performance management and Development. 
<li>
 
</li></ul>To be successful in this role, we&rsquo;re seeking the following:
<ul><li>Education requirement &ndash; UG/PG
</li><li>Experience requirement - Overall 7+ years of experience,
</li><li>Experience requirement &ndash; Experience in Client onboarding/ Offboarding process.
</li><li>Regulatory projects understanding
</li><li>Excel skills &amp; Power point skills are added advantage
</li>Good communication skills 
<li>
</li></ul> 
At BNY, our culture speaks for itself. Here&rsquo;s a few of our awards:
<ul><li>America&rsquo;s Most Innovative Companies, Fortune, 2024
</li><li>World&rsquo;s Most Admired Companies, Fortune 2024
</li><li>Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
</li><li>Best Places to Work for Disability Inclusion , Disability: IN &ndash; 100% score, 2023-2024
</li><li>&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2024
</li><li>Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
</li>Bloomberg&rsquo;s Gender Equality Index (GEI), 2023 
<li>
</li></ul> 
Our Benefits and Rewards:
BNY 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 life&rsquo;s 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, including paid volunteer time, that can support you and your family through moments that matter. 
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.</div>

Associate, Client Onboarding/Trans/Conv/Kyc II
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Onboarding/Trans/Conv/Kyc II to join our KYC Offboarding clearing house team. This role is located in Pune, MH - HYBRID
In this role, you’ll make an impact in the following ways:
Provides quality support to KYC Offboarding team to clear the cases on day-to-day basis.
 Should be able to provide support independently and assist internal stakeholders and other internal requests that are flowing in Offboarding team’s queue.
To manage the ad-hoc tasks related to Offboarding tasks.
To have a clear understanding of KYC procedures related to Onboarding, Offboarding process.
To have a clear understanding of the Regulatory projects and risks related to the same.
To have a clear understanding of the different stages of the KYC.
Subject Matter Expert – Understand the process E2E and guide the team as the Subject Matter Expert on the multiple processes within the team and contribute positively to the various process improvement Initiatives.
Responsible for the quality and completion of own and Team’s work
People Management - Lead a team of support staff and professionals, including coaching, performance management and Development.


To be successful in this role, we’re seeking the following:
Education requirement – UG/PG
Experience requirement - Overall 7+ years of experience,
Experience requirement – Experience in Client onboarding/ Offboarding process.
Regulatory projects understanding
Excel skills & Power point skills are added advantage
Good communication skills


At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023


Our Benefits and Rewards:
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Client Onboarding/Transitions/Conversions/KYC II - BNY Mellon

<div>
 Associate, Client Onboarding/Trans/Conv/Kyc II 
 At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
 We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
 We’re seeking a future team member for the role of Associate, Client Onboarding/Trans/Conv/Kyc II to join our KYC Offboarding clearing house team. This role is located in Pune, MH - HYBRID 
 In this role, you’ll make an impact in the following ways: 
 <ul>
 <li>Provides quality support to KYC Offboarding team to clear the cases on day-to-day basis.</li>
 <li>Should be able to provide support independently and assist internal stakeholders and other internal requests that are flowing in Offboarding team’s queue.</li>
 <li>To manage the ad-hoc tasks related to Offboarding tasks.</li>
 <li>To have a clear understanding of KYC procedures related to Onboarding, Offboarding process.</li>
 <li>To have a clear understanding of the Regulatory projects and risks related to the same.</li>
 <li>To have a clear understanding of the different stages of the KYC.</li>
 <li>Subject Matter Expert – Understand the process E2E and guide the team as the Subject Matter Expert on the multiple processes within the team and contribute positively to the various process improvement Initiatives.</li>
 <li>Responsible for the quality and completion of own and Team’s work</li>People Management - Lead a team of support staff and professionals, including coaching, performance management and Development.
 <li> </li>
 </ul>
 To be successful in this role, we’re seeking the following: 
 <ul>
 <li>Education requirement – UG/PG</li>
 <li>Experience requirement - Overall 7+ years of experience,</li>
 <li>Experience requirement – Experience in Client onboarding/ Offboarding process.</li>
 <li>Regulatory projects understanding</li>
 <li>Excel skills &amp; Power point skills are added advantage</li>Good communication skills
 </ul>
 At BNY, our culture speaks for itself. Here’s a few of our awards: 
 <ul>
 <li>America’s Most Innovative Companies, Fortune, 2024</li>
 <li>World’s Most Admired Companies, Fortune 2024</li>
 <li>Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024</li>
 <li>Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024</li>
 <li>“Most Just Companies”, Just Capital and CNBC, 2024</li>
 <li>Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024</li>Bloomberg’s Gender Equality Index (GEI), 2023
 </ul>
 Our Benefits and Rewards:
 BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter. 
 
 BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
</div>

The Bank of New York Mellon Corporation

Associate, Client Onboarding/Transitions/Conversions/KYC II

You need a bachelor's in accounting or equivalent, 3+ years of experience preferred, and background in accounting or fund administration is a plus.

You will manage fund administration tasks, perform cash reconciliations, analyze fund metrics, resolve discrepancies, communicate with clients, and support audit requests and reporting activities.

Overview
 Associate, Cash Processing /Funds Transfer I
 At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
 We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
 We’re seeking a future team member for the role of Associate, Cash Processing /Funds Transfer I to join our Global Transfer Agency team. This role is located in Chennai,Tamilnadu - HYBRID
 
In this role, you’ll make an impact in the following ways: 
Fund Administration - IC1Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance.
 Calculates daily fund position and cash reconciliations.
 Resolves discrepancies and escalates issues to more senior colleagues.
 Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics.
 Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds.
 Reviews fund data and monitors compliance with all regulatory, BNY and client specifications.
 Works with internal and external auditors to provide requested information.
 Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials.
 Reviews fund expense budgeting conducted by support staff.
 No direct reports.
 Contributes to the achievement of team objectives
 
To be successful in this role, we’re seeking the following: 
Bachelors degree in accounting or the equivalent combination of education and experience is required.
 Min 3+ years of total work experience preferred.
 Experience in accounting or fund administration preferred
 At BNY, our culture speaks for itself. Here’s a few of our awards:
 America’s Most Innovative Companies, Fortune, 2024
 World’s Most Admired Companies, Fortune 2024
 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
 “Most Just Companies”, Just Capital and CNBC, 2024
 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
 Bloomberg’s Gender Equality Index (GEI), 2023
 
Our Benefits and Rewards: 
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.
 BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
 
Employer Description: 
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 and 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: bnymellon.com/careers.

Overview
Associate, Cash Processing /Funds Transfer I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Cash Processing /Funds Transfer I to join our Global Transfer Agency team. This role is located in Chennai,Tamilnadu - HYBRID

In this role, you’ll make an impact in the following ways:
Fund Administration - IC1Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance.
Calculates daily fund position and cash reconciliations.
Resolves discrepancies and escalates issues to more senior colleagues.
Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics.
Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds.
Reviews fund data and monitors compliance with all regulatory, BNY and client specifications.
Works with internal and external auditors to provide requested information.
Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials.
Reviews fund expense budgeting conducted by support staff.
No direct reports.
Contributes to the achievement of team objectives

To be successful in this role, we’re seeking the following:
Bachelors degree in accounting or the equivalent combination of education and experience is required.
Min 3+ years of total work experience preferred.
Experience in accounting or fund administration preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:
BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:
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 and 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: bnymellon.com/careers.

Associate, Cash Processing/Funds Transfer I - BNY Mellon

Overview Associate, Cash Processing /Funds Transfer I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Associate, Cash Processing /Funds Transfer I to join our Global Transfer Agency team. This role is located in Chennai,Tamilnadu - HYBRID In this role, you’ll make an impact in the following ways: Fund Administration - IC1Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance. Calculates daily fund position and cash reconciliations. Resolves discrepancies and escalates issues to more senior colleagues. Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics. Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds. Reviews fund data and monitors compliance with all regulatory, BNY and client specifications. Works with internal and external auditors to provide requested information. Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials. Reviews fund expense budgeting conducted by support staff. No direct reports. Contributes to the achievement of team objectives To be successful in this role, we’re seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. Min 3+ years of total work experience preferred. Experience in accounting or fund administration preferred At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: 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 and 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: bnymellon.com/careers.

BNY Mellon

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