BNY→
Associate, Business Planning and Analysis II at BNY in Boston, MA
Entry LevelOn-siteFull-timeBoston, MA$52k–$84k/yr
Skills
banking experiencefinancial institution experienceamlkycanalytical skills
Job Description
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 to review KYC documents, communicate with stakeholders, and manage 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 experience, Financial institution experience, AML, KYC, Analytical skills
Benefits: Generous paid leaves, Paid volunteer time
Benefits
Generous paid leaves
Paid volunteer time