Senior Vice President, Client Implementations
BNY
full-time
Posted on:
Location Type: Hybrid
Location: Pune • India
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Job Level
About the role
- Onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system
- Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
- Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts
- Works directly with clients to access documentation requirements and reference data
- May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents
- Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements
- Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency
Requirements
- Bachelors degree or the equivalent combination of education and experience is required
- Advanced/graduate degree preferred
- 5-7 years of total work experience preferred
- Experience in securities, financial services or client-facing or project management roles preferred
- Applicable local/regional licenses or certifications as required by the business
Benefits
- We support wellbeing and a balanced life
- Offer a range of family-friendly, inclusive employment policies and employee forums
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client advisoryclient supportproject managementquality reviewdocumentation managementregulatory compliancetransition managementaccount managementtrainingclient satisfaction
Certifications
AML certificationKYC certificationlocal licensesregional licenses