Specialist, Client Onboarding/Transitions/Conversions/KYC II

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<p><span style="font-size: 11pt; line-height: 115%;">At BNY, our culture allows us to run our company better and enables employees’ growth and success.&nbsp;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.</span></p><p><span style="font-size: 11pt; line-height: 115%;">Recognized as a top destination for innovators and champions, 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.</span></p><p><span style="font-size: 11pt; line-height: 115%;">We’re seeking a future team member for the role of </span><span data-teams="true">Specialist, Onboarding/Transitions/Conversions/KYC/Representative II </span><span style="font-size: 11pt; line-height: 115%;">to join our team. This role is located in&nbsp;Pittsburgh, PA<strong>.</strong></span></p><p><span style="font-size: 11pt; line-height: 115%;">In this role, you’ll make an impact in the following ways:&nbsp;</span></p><ul style="list-style-type: disc;"><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Serves as the last line of accuracy assurance for client reports.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Conducts a thorough quality review of basic client reports to ensure all information in the policy is accurately reflected in the profile.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Reviews complex client reports to ensure all information in the policy is accurately reflected in the profile.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Reviews profiles that have been flagged for escalation during the profile renewal process.</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Amends client profiles when appropriate.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Maintains a current understanding of global issues, risks and events that could affect a client’s risk level.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Identifies and updates profiles when appropriate.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Communicate with internal stakeholders and external clients in order to resolve any issues, as needed.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">No direct reports.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">May provide guidance to less experienced staff.&nbsp;</span></li><li style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Contributes to the achievement of team goals.</span></li></ul><p style="line-height: normal; margin-bottom: 0in;">&nbsp;</p><p><span style="font-size: 11pt; line-height: 115%;">To be successful in this role, we’re seeking the following:&nbsp;</span></p><ul style="list-style-type: disc;"><li><p style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Bachelor’s degree or the equivalent combination of education and experience is required.</span></p></li><li><p style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">5-7 years of total work experience preferred.&nbsp;</span></p></li><li><p style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Experience in trading, brokerage, fraud or law preferred.</span></p></li><li><p style="line-height: normal; margin-bottom: 0in;"><span style="font-size: 11pt;">Applicable local/regional licenses or certifications as required by the business.</span></p></li></ul>

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