Sr Analyst, Client

**Position Summary**:
Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system. Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform. Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.

**Primary Responsibilities**:

- Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations. Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events. Closes off accounts by first checking for any pending activity or balances remaining in the account.
- Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation. Ensures client receives all necessary training or conducts the training him/herself. Communicates progress to team and escalate issues or potential project delays.
- Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities. Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients. Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
- Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed. Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements. May participate in UAT, on boarding and fault resolution.

**Leadership**:
No direct reports; provides guidance to less experienced colleagues as needed. Allocates work to and monitors the work quality of others assigned to the client. May have people management responsibilities in some geographies.

**Job Scope**:
Responsible for standard clients and contributes to the achievement of team objectives.

**Education**:
Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

**Experience**:
3-5 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.
- BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. _**BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.**

**Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.