Associate, Business Planning and Analysis II at BNY · BNY…

Summary: BNY is a leading global financial services company that influences a significant portion of the world's investible assets. They are seeking an Associate for their Wealth Management team, where the role involves reviewing KYC documents, analyzing complex structures for clients, and managing client onboarding processes. 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 Required Qualifications: - 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 Preferred Qualifications: - Knowledge of AML/KYC preferred Required Skills: Banking, Financial Institution Experience, AML, KYC, Analytical Benefits: Generous paid leaves, including paid volunteer time, Flexible global resources and tools for your life’s journey, Access to flexible global resources and tools for your life’s journey