Lead Customer Engineer driving AI transformations as part of AI - powered customer experience solutions. Own AI agent building process and partner with customers for strategic technology implementation.
About the role
- Senior Vice President overseeing client onboarding and transitions at BNY Mellon. Advising clients during system integrations and ensuring compliance with regulatory requirements.
Responsibilities
- Onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system
- Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
- Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts
- Works directly with clients to access documentation requirements and reference data
- May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents
- Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements
- Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency
Requirements
- Bachelors degree or the equivalent combination of education and experience is required
- Advanced/graduate degree preferred
- 5-7 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
Benefits
- We support wellbeing and a balanced life
- Offer a range of family-friendly, inclusive employment policies and employee forums
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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