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Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC

Applications are closed

  • Job
    Full-time
    Junior & Mid Level
  • Legal
    Banking & Finance
  • Chennai

Requirements

  • 2-4 years of AML/KYC work experience Required
  • High school/secondary school or the equivalent combination of education and experience is required; Post Graduate degree is Must.

Responsibilities

  • Prepares basic and more detailed risk profiles for moderately complex clients and conducts periodic reviews of client profiles for renewal.
  • Gathers information from independent research, online tools or directly from the relationship manager in order to populate risk profiles for new or existing clients. Performs due diligence to ensure accuracy of information. Reviews profiles for renewal process.
  • Uses developed communication skills to engage in conversations with internal stakeholders and moderately complex clients in order to support an accurate data-gathering process and to resolve any open issues.
  • Conducts QSS real time scans in order to identify new risks, events or situations that could affect a client's risk level / profile. Reviews OFAC Sanctions alerts received on transactional reviews through Fircosoft and other filters.
  • Provides guidance to less experienced AML/JKYC/Prevention support staff.

FAQs

What is the job title for this position?

The job title is Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC.

Where is this job located?

This job is in Pune and operates in a hybrid format.

What type of experience is required for this role?

The role requires 2-4 years of AML/KYC work experience.

What educational qualifications are necessary for this position?

A high school/secondary school or equivalent combination of education and experience is required, and a post-graduate degree is a must.

What are the key responsibilities associated with this role?

Key responsibilities include preparing risk profiles for clients, gathering information for profiles, conducting QSS real-time scans, reviewing sanctions alerts, and providing guidance to less experienced staff.

Who will the Intermediate Representative collaborate with?

The Intermediate Representative will collaborate with internal stakeholders and moderately complex clients to support the data-gathering process.

What company culture can employees expect at BNY Mellon?

Employees can expect a culture that empowers growth and success, fostering innovation and inclusivity.

What benefits and rewards does BNY Mellon offer?

BNY Mellon offers competitive compensation, wellbeing programs, flexible resources, generous paid leave, and paid volunteer time to support employees and their families.

Is BNY Mellon an equal opportunity employer?

Yes, BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer and actively encourages applications from underrepresented groups.

What makes BNY Mellon a reputable company in the financial services industry?

BNY Mellon is recognized for its leadership in finance, innovative solutions, trust, and commitment to helping clients manage their financial assets worldwide.

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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