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Relationship Associate – Treasury Services – KYC Client Management

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 238 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 Relationship Associate to join our Treasury Services team. This role is located in Pittsburgh, PA - Hybrid.

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

Work with a team of Treasury Services Relationship Management and New Business Development Professionals to manage all aspects of KYC renewals for existing and new clients
Track and create reports based on KYC project efforts. Contribute to the identification and development of appropriate metrics.
Liaise with the KYC Operations and Service team to manage escalations and provide updates directly from our institutional clients
Apply high client service protocols to support client satisfaction.
Provide general sales and relationship support to the relationship management and sales team.
Engage in ad hoc projects as directed by team management
You will have the opportunity to work with dynamic clients in the Brokerage, Alternative Fund, Insurance and Fintech client segments.
To be successful in this role, we’re seeking the following:

Bachelor’s degree or the equivalent combination of education and experience is required.
MS Excel and project management experience is preferred.
5-7 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.
Reference : Relationship Associate, KYC Client Management jobs

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Published at 03-04-2023
Viewed: 69 times