Job Description

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Associate, Business Development Support II - 44572

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 \xe2\x80\x9cbank of banks\xe2\x80\x9d - 97% of the world\xe2\x80\x99s 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\xe2\x80\x99re 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\xe2\x80\x99re seeking a future team member for the role of Analyst, Business Development Support to join our Corporate Trust team. This role is located in Pune \xe2\x80\x93 HYBRID.

Shift - Night shift

The Corporate Trust Global Specialist\xe2\x80\x99s primary responsibility is to thoroughly review new business and ensure all onboarding tasks are completed accurately within the prescribed time frame.

In this role, you\xe2\x80\x99ll make an impact in the following ways:

• Recording pipeline and mandate deals in the client revenue system
• Mandating new business
• Determining what documents need to be sent to the client, and be prepared to explain these to clients (FinCEN-CDD Forms, KYC Questionnaire, Tax Forms (W8,W9, TSQ etc.), Facsimile/E-mail Agreement, Shareholder Communications Act Letter, E-mail Encryption Notification, Boundary Encryption Form, Transport Layer Security (TLS) FAQ, Customer Verification Contacts & Addresses, Fee Schedule, Incumbency Certificate Form, NEXEN Forms, Wire Automation Form, and Standard Wire Templates); Preparing and sending onboarding packages to new and retentive clients;
• Preparing fee schedules
• Tracking and reporting all onboarding activity in the onboarding database
• Understanding actions needed for high-risk Products
• Preparing deals to be presented to the Business Acceptance Committee (BAC)
• Reviewing and resolving outstanding BAC Conditionally Approved holds
• Ensuring account set-ups are completed; Requesting new Customer Identification profiles (CIDs); Utilizing the Determination Tool to identify CDD requirements
• Receiving CDD certificates and personal information from clients
• Uploading CDD client data and backup documentation to our client portal for final review/approvals; Coordinating onboarding training activities and reinforcement of programs
• Develop partnerships among Corporate Trust Management, Relationship Manager, Client Service Managers, Transaction Managers, DLM and other internal support resources to achieve objectives.

To be successful in this role, we\xe2\x80\x99re seeking the following:

• Requirements include strong analytical, project coordination, and communication skills.
• Undergraduate degree required, and 1-4 years\xe2\x80\x99 work experience.
• In addition, the candidate is expected to have a high degree of expertise in Excel, Word, and PowerPoint presentations.
• A proactive, organized and detail-oriented candidate is Needed.
• Should be felxible to work in night shift.

At BNY Mellon, our inclusive culture speaks for itself. Here\xe2\x80\x99s a few of our awards:

• Fortune World\xe2\x80\x99s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg\xe2\x80\x99s Gender Equality Index (GEI)
• Human Rights Campaign Foundation, 100% score Corporate Equality Index

, Disability: IN \xe2\x80\x93 100% score * 100 Best Workplaces for Innovators, Fast Company

• CDP\xe2\x80\x99s Climate Change \xe2\x80\x98A List\xe2\x80\x99

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\xe2\x80\x99s 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 is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team \xe2\x80\x93 one that is representative and inclusive of the diverse talent, clients and communities we work with and serve \xe2\x80\x93 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