Specialist, Business Planning and Analysis II
About The Position
In this role, you’ll make an impact in the following ways: Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects. Communicate with internal stakeholders and external clients to resolve onboarding issues as required. Stay abreast of regulatory, compliance and risk environment that affect client onboarding. Build out relationships, prospects/clients and related parties on the bank’s KYC platform for final approval. Accurately open, close and update accounts on the bank’s custody and accounting platforms. Handle transitions and conversions of accounts as needed.
Requirements
- Banking or Financial Institution experience required
- Bachelor's degree or equivalent combination of education and work experience required.
- Excellent analytical, organizational and time management skills
- High level of accuracy and professionalism
- Excellent communication and interpersonal skills
Nice To Haves
- Knowledge of AML/KYC preferred
Responsibilities
- Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects
- Communicate with internal stakeholders and external clients to resolve onboarding issues as required
- Stay abreast of regulatory, compliance and risk environment that affect client onboarding.
- Build out relationships, prospects/clients and related parties on the bank’s KYC platform for final approval
- Accurately open, close and update accounts on the bank’s custody and accounting platforms. Handle transitions and conversions of accounts as needed.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
