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BNY · 3 days ago

Client Onboarding Analyst (contract)

Lake Mary, FL

Contract

Onsite

Entry, Mid Level

$24.74/hr - $30.93/hr

BNY Mellon is a leading global financial services company at the center of the world’s financial system. The Client Onboarding Analyst will manage end-to-end fund and account onboarding activities, ensuring accuracy, compliance, and timely execution across multiple stakeholders.

Financial Services

Responsibilities

Manage end-to-end onboarding from documentation review through account activation, including fund setups and validation activities

Create and validate CUSIPs, audit setup data, and ensure strong operational controls and compliance throughout the process

Support a shared inbox environment, managing daily workflows tied to fund launches and onboarding requests

Partner with internal teams, custodians, and asset managers to meet aggressive launch timelines and resolve issues proactively

Handle external email communications with clarity and professionalism while supporting internal coordination and escalation needs

Qualification

Analytical skillsMicrosoft ExcelProblem-solving skillsAlternative investments experienceFINRA licensingCompliance awarenessInterpersonal skillsAttention to detailCommunication skillsTeamwork