Senior Associate, Client

2 weeks ago


Singapore THE BANK OF NEW YORK MELLON Full time

We’re seeking a future team member for the role of Senior Associate to join our Client Activation team. This role is located in Singapore - Hybrid.

The Transition Management Group (TMG) manages the coordination of client account opening documentation, technical implementation / reporting, and hand-off to client coverage teams. From inception to go-live, TMG supports the Liquidity Services, Segregation and Securities Finance business - focusing on its clients to meet agreed deliverables, along with championing the client experience.

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

- Under mínimal direction, 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.
- Ensures all SLAs are met. Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations.
- Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events.
- 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.
- Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements.
- Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
- Ensures client receives all necessary training or conducts the training him/herself.
- Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
- Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
- Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.
- May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution.
- Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience.
- Acts as a Team Lead and provides guidance to less experienced colleagues.
- Suggests process improvements based on post-mortem transition analysis.
- Responsible for complex, mature and/or global clients or more complex platforms. Contributes to the achievement of team and area objectives.

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

- 5-7 years total work experience in transition management and/or project management preferred.
- Bachelor’s degree or the equivalent combination of education and experience in business management or related field is required
- Other language skills are a plus to support the client segments (eg. Korean, Japanese)



  • Singapore ROBERT WALTERS (SINGAPORE) PTE LTD Full time

    What you'll do: As a Senior Client Onboarding Associate based in Singapore, you will play a crucial role in facilitating smooth onboarding journeys for clients while safeguarding the organisation's compliance posture. Your day-to-day responsibilities will involve close collaboration with Client Relationship Officers as you gather, review, and validate...


  • Singapore Ambition Full time

    -Ambition Singapore Posted 3 hours ago Hybrid Permanent SGD60000.00 - SGD120000.00 per annum - Client Onboarding - Senior Associate/ Associate Director in Private BankOur client is a reputable private bank, looking for Client Onboarding professionals to join their team which is expanding in Singapore at Senior Associate or Associate Director...


  • Singapore GLG Full time

    Gerson Lehrman Group is seeking a Senior Associate to support clients of the Corporate Team in Singapore. The role will support and manage research inquiries coming from our corporate client firms based in Southeast Asia. The Senior Associate in the Corporate team is responsible for driving Gerson Lehrman Group's underlying business processes, fulfilling...


  • Singapore Lighthouse Canton Full time

    Associate/Senior Associate - Assistant Client Advisor Associate/Senior Associate - Assistant Client Advisor 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Purpose The candidate will support Client Advisors in managing client relationships by delivering a superior client...

  • Senior Associate

    3 days ago


    Singapore Alvarez & Marsal Full time

    Senior Associate / Associate, Tax (Tokyo, Japan)Join to apply for the Senior Associate / Associate, Tax (Tokyo, Japan)role at Alvarez & Marsal Senior Associate / Associate, Tax (Tokyo, Japan)7 hours ago Be among the first 25 applicants Join to apply for the Senior Associate / Associate, Tax (Tokyo, Japan)role at Alvarez & Marsal Get AI-powered advice on...


  • Singapore Cboe Exchange Full time

    Category Product - Job Id R-4022 Flex/Hybrid Cboe is looking for a Senior Associate, Client Education - APAC, to be based in Singapore, Hong Kong or Sydney. This role is a mission-driven educator responsible for supporting the delivery and localization of high-impact educational content for The Options Institute’s (OI) global learner base. Reporting...


  • Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    As a Client Advisor Associate, you will work alongside senior Client Advisors in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.Client Servicing and Administration Support Client Advisors and Team Heads with client onboarding, documentation, data entry,...


  • Singapore Ambition Full time

    Our client is a reputable private bank, looking for Client Onboarding professionals to join their team which is expanding in Singapore at Senior Associate or Associate Director level. **Responsibilities**: - Support the onboarding of new clients by reviewing and analyzing the client onboarding process, reviewing and approving KYC information and...


  • Singapore Alton Aviation Consultancy Llc Full time

    Associate / Senior Associate, Management Consulting Join to apply for the Associate / Senior Associate, Management Consulting role at Alton Aviation Consultancy Associate / Senior Associate, Management Consulting Join to apply for the Associate / Senior Associate, Management Consulting role at Alton Aviation Consultancy Get AI-powered advice on this job...


  • Singapore Ogilvy Full time

    Overview: As the Associate, Client Service, you provide excellent project co-ordination and administrative support to the clients and internal team. You're the go-person for client and team support. A "can do" attitude, resourcefulness and thirst for knowledge fuel your growth. **Responsibilities**: With 1-3 years related industry (consulting, digital,...