Analyst, Business Development Support The Corporate Trust Global Specialist's primary responsibility is to thoroughly review new business and ensure all onboarding tasks are completed accurately within the prescribed time frame. Responsibilities include: Recording pipeline and mandate deals in the client revenue system Mandating new business Determining what documents need to be sent to the client, and be prepared to explain these to clients (FinCEN-CDD Forms, KYC Questionnaire, Tax Forms (W8,W9, TSQ etc.), Facsimile/E-mail Agreement, Shareholder Communications Act Letter, E-mail Encryption Notification, Boundary Encryption Form, Transport Layer Security (TLS) FAQ, Customer Verification Contacts & Addresses, Fee Schedule, Incumbency Certificate Form, NEXEN Forms, Wire Automation Form, and Standard Wire Templates) Preparing and sending onboarding packages to new and retentive clients Preparing fee schedules Tracking and reporting all onboarding activity in the onboarding database... Understanding actions needed for high-risk Products Preparing deals to be presented to the Business Acceptance Committee (BAC) Reviewing and resolving outstanding BAC Conditionally Approved holds Ensuring account set-ups are completed Requesting new Customer Identification profiles (CIDs) Utilizing the Determination Tool to identify CDD requirements Receiving CDD certificates and personal information from clients Uploading CDD client data and backup documentation to our client portal for final review/approvals Coordinating onboarding training activities and reinforcement of programs Develop partnerships among Corporate Trust Management, Relationship Manager, Client Service Managers, Transaction Managers, DLM and other internal support resources to achieve objectives. Required skills/Qualification Requirements include strong analytical, project coordination, and communication skills. Undergraduate degree required, and 1-2 years work experience. In addition, the candidate is expected to have a high degree of expertise in Excel, Word, and PowerPoint presentations. A proactive, organized and detail-oriented candidate is Needed. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums
Pune Maharashtra India

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