Associate, Client Onboarding/Transitions/Conversions/KYC II
: Job Details :

Associate, Client Onboarding/Transitions/Conversions/KYC II

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Associate, Client Onboarding/ Transitions/ Conversions/ KYC II to join our team. This role is located in Pittsburgh, PA – Hybrid.

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

• Onboards clients, opens and closes accounts, and handles transitions and conversions to the system
• Analyzes, reconciles, and reviews incoming or outgoing data for accurate transition to platform
• Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts
• Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market, and market expectations

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

• Bachelor's degree or the equivalent combination of education and experience is required
• Advanced/graduate degree preferred
• 3-5 years of total work experience preferred
• Experience in securities, financial services, or client-facing or project management roles preferred
• Applicable local/regional licenses or certifications as required by the business

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

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