Responsibilities Executes and tracks centralized onboarding and client change tasks. Supports SOS&CO team risk & compliance and quality assurance initiatives (self-testing program, audit co-ordination, attestation process, etc. ). Develops and writes departmental policies and procedures, including the implementation of testing procedures. Responsible for documenting findings and reporting discrepancies and executes necessary follow-up actions, where required. Focuses on risk mitigation and turns lessons learned into opportunities to minimize operational risk and enhance operational efficiency. Analyzes existing processes, identifies areas for improvement, and recommends changes to enhance efficiency and accuracy.
Identifies and acts on opportunities to evolve onboarding processes with a focus on centralization, risk mitigation, alignment with BNY and adoption of digital tools. Participates in innovation and transformational projects. Supports the implementation of digital solutions by acting as a subject matter expert on the current process/controls, contemplating downstream impacts, identifying opportunities for efficiencies, improving client and user experience, and influencing end state enhancements. Supports the collection and reporting of monthly metrics and governance reporting. Enhances our governance oversight program through improved client data accuracy and metrics to provide transparency into trends and areas of focus.
Establishes and maintains strong internal and external relationships to ensure time sensitive and confidential activities are escalated, prioritized, and actioned. Qualifications University or equivalent training with a concentration in business, finance, or accounting. 3-4 years progressive experience in project management, client service and risk management. Knowledge and experience within the Investment Accounting or Custody segment, asset servicing industry and related platforms. Strong digital fluency skills: ability to use new and developing technology to find, evaluate, and communicate information effectively. Effective change management and collaboration skills; ability to activate change in varied environments.
Organized, detail oriented, analytical, ability to multi-task and meet deadlines Excellent written and verbal communication skills Strong critical thinking and problem-solving skills
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