'Works with external clients to resolve the most complex day to day issues and direct them to appropriate resources. 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 SLA's are met. Supports clients in addressing complex operational and technical issues and ensuring requests are executed. Applies problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Tracks information related to general client issues and needs to support business development efforts. Acts as the primary contact for clients for information related to BNY Mellon products and services representing multiple lines of business and geographies and directs them to the appropriate resources as needed, leverages a good understanding of broader BNY Mellon services and offerings. 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. Closes of accounts by first checking for any pending activity or balances remaining in the account. 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. Ensure application form is received and tax documentation is received from the investor. 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 and tracking, and other project documentation preparation. Ensures client receives all necessary training or conducts the training himself/herself. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. Maintains a book of clients and ensures that client activity on an account is maintained once an account is opened. Marshals firm-wide resources (product, technology, marketing, compliance, etc.) to ensure client needs are being addressed. Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements. May facilitate legal negotiation or document review. No direct reports. Provides guidance to less experienced team members. Supports multiple, complex accounts. MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Qualifications Bachelor s degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in client services within financial services preferred' 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. Primary Location: United States-Massachusetts-Boston Internal Jobcode: 80004 Job: Asset Management Organization: Newton-HR06148 Requisition Number: 2116231