- Under significant direction, conducts assigned operational and data analysis activities related to client onboarding / transitions / conversions
- Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform
- Determines the best set-up for client accounts and establishes or makes updates to client accounts
- Prepares for the opening of recent accounts once due diligence on KYC and AML has been completed
- Reviews the Account Opening Checklist for accuracy
- Closes off accounts by first checking for any pending activity or balances remaining in the account
- Conducts pre-transition/conversion testing and quality review of client data
- Escalates findings to senior colleagues or assigned transition consultant
- Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc
- Assist with managing transitions/conversions by developing transition/conversion plans along with timelines,



assessing key resource requirements and identifying critical paths
- Coordinate with different departments to complete tasks and documentation in time
- Communicate progress to team and escalate issues or potential project delays
- Provides project management to maintain and support less complex client relationships
- Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience
- No direct reports
- May have people management responsibilities in some geographies
- Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives
- Bachelors degree or the equivalent combination of education and experience is required
- Advanced/graduate degree preferred
- 0-3 years of total work experience preferred
- Experience in client-facing or project management preferred
- Applicable local/regional licenses or certifications as required by the business

📌 Associate - Client Onboarding / Transitions (Pune)
🏢 BNY Mellon International Operations (India) Private
📍 Pune