Specialist, Business Planning and Analysis II

BNY • Boston, MA

14h • Onsite

About The Position

We’re seeking a future team member for the role of Associate, Business Planning and Analysis to join our Wealth Management team. This role is located in Boston, MA. 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
• Knowledge of AML/KYC preferred
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees