Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We're seeking a future team member for the role of Intermediate Representative, Client Onboarding/Transitions/Conversions/KYC to join our Brokerage Team. This role is located in Uniondale, NY - HYBRID.

In this role, you will make an impact in the following ways:

• Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities.
• Responsible for set-up of new clients and maintenance of existing clients on various systems.
• Provides solutions to problems in situations that are atypical or occur infrequently based on existing precedents or procedures.
• Processes client access requests using established procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff.
• Coordinates all back-end systems to meet client expectations.
• Codes account privileges and inputs client requests into database tracking system.
• Scans contracts and set-up forms.
• May be responsible for engaging in transition/conversion activity, including but not limited to new business conversions, mergers, transitions and fund restructurings.
• Assists with the implementation of new software releases, coordinating dates of delivery for test and production.
• Provides technical support for conversions by investigating client issues and researching new functionality.

To be successful in this role, we're seeking the following:

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelors degree preferred.
• 2-3 years of total work experience preferred.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg's Gender Equality Index (GEI)
• , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP's Climate Change 'A List'
• Forbes Blockchain 50

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $43,500 and $72,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.