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4.0 - 8.0 years
0 Lacs
maharashtra
On-site
As an Associate, Client Operations I at BNY, you will play a pivotal role in our Client Trust Operations team based in Pune, MH HYBRID. Your responsibilities will include performing both routine and non-routine client service and transactional support functions. You will collaborate with various organizational units to ensure timely service delivery and issue resolution. Additionally, you will process account-related transactions, respond to inquiries, and address problems following established procedures. In complex situations, you will escalate issues to senior colleagues and leverage your industry knowledge to provide solutions to internal and external clients. Moreover, you will contribute to team objectives by completing complex operational tasks within your designated product or functional area. To excel in this role, you must hold a minimum bachelor's degree or an equivalent educational background. With at least 3.5+ years of prior operations experience, preferably in areas such as Corporate Trust, Client-facing roles, Derivatives functions, or brokerage processing, you should possess knowledge of Fixed-Income Securities markets, Money market, Derivatives, and Capital Market. Proficiency in reviewing client governing documents, along with strong MS Office skills (Excel, Word, PowerPoint, and Outlook), is essential. Fluency in English, both written and oral, is a prerequisite. Your problem-solving abilities, client focus, efficiency, and proactive nature will be key to your success in this role. As part of the BNY team, you will embody our values and commitment to excellence. Our accolades, including being named Americas Most Innovative Companies and Worlds Most Admired Companies by Fortune, underscore our dedication to creating an inclusive workplace. We prioritize diversity and inclusion, evident in our high scores on the Human Rights Campaign Foundation's Corporate Equality Index and Disability: IN's Best Places to Work for Disability Inclusion. Additionally, we have been recognized for our sustainability efforts and gender equality initiatives, further highlighting our commitment to making a positive impact in the world. BNY offers a comprehensive range of benefits and rewards to support our employees. As an Equal Employment Opportunity/Affirmative Action Employer, we are committed to fostering a diverse and inclusive workplace where individuals from all backgrounds can thrive.,
Posted 1 day ago
1.0 - 3.0 years
1 - 5 Lacs
Mumbai Suburban, Mumbai (All Areas)
Hybrid
We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regulators and internal stakeholders for audits. Escalate and report issues proactively to relevant teams. Contributing Responsibilities: Understand client types (Individual, Corporate, Trusts) and related database structures. Process account closures, dormant/deceased account management, and blocking/unblocking requests. Ensure secure storage of client documents (electronic/paper). Respond to internal client data queries. Prepare and deliver management reports (daily/weekly/monthly). Ensure SLAs and KPIs for data inputs are met. Provide regional support as per SG and HK time zones/holidays. Maintain strong team collaboration and support training of new members. Contribute to process improvements and updates to procedures. Ensure compliance with operational risk protocols. Required Skills & Competencies Technical Skills: Basic knowledge of client databases and static data processes. PC proficiency and MS Office (Excel, Word). Report generation and data handling. Behavioral & Transversal Skills: Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Analytical thinking and problem-solving under pressure. Team-oriented, adaptable, and able to work independently. Client-focused and responsive. Qualifications & Experience: Education: Bachelors Degree or equivalent.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 5 Lacs
Mumbai Suburban, Mumbai (All Areas)
Hybrid
We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regulators and internal stakeholders for audits. Escalate and report issues proactively to relevant teams. Contributing Responsibilities: Understand client types (Individual, Corporate, Trusts) and related database structures. Process account closures, dormant/deceased account management, and blocking/unblocking requests. Ensure secure storage of client documents (electronic/paper). Respond to internal client data queries. Prepare and deliver management reports (daily/weekly/monthly). Ensure SLAs and KPIs for data inputs are met. Provide regional support as per SG and HK time zones/holidays. Maintain strong team collaboration and support training of new members. Contribute to process improvements and updates to procedures. Ensure compliance with operational risk protocols. Required Skills & Competencies Technical Skills: Basic knowledge of client databases and static data processes. PC proficiency and MS Office (Excel, Word). Report generation and data handling. Behavioral & Transversal Skills: Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Analytical thinking and problem-solving under pressure. Team-oriented, adaptable, and able to work independently. Client-focused and responsive. Qualifications & Experience: Education: Bachelors Degree or equivalent.
Posted 3 weeks ago
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