Specialist, Onboarding/Transitions/Conversions/KYC/Representative II
BNY Mellon
Specialist, Onboarding/Transitions/Conversions/KYC/Representative IIAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators and champions, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Specialist, Onboarding/Transitions/Conversions/KYC/Representative II to join our team. This role is located in Pittsburgh, PA.In this role, you’ll make an impact in the following ways: Serves as the last line of accuracy assurance for client reports. Conducts a thorough quality review of basic client reports to ensure all information in the policy is accurately reflected in the profile. Reviews complex client reports to ensure all information in the policy is accurately reflected in the profile. Reviews profiles that have been flagged for escalation during the profile renewal process.Amends client profiles when appropriate. Maintains a current understanding of global issues, risks and events that could affect a client’s risk level. Identifies and updates profiles when appropriate. Communicate with internal stakeholders and external clients in order to resolve any issues, as needed. No direct reports. May provide guidance to less experienced staff. Contributes to the achievement of team goals.To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required.5-7 years of total work experience preferred. Experience in trading, brokerage, fraud or law preferred.Applicable local/regional licenses or certifications as required by the business.At BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn Here’s a few of our recent awards:America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.Full timePosting Date: 2026-06-12
- ...’re seeking a future team member for the role of Specialist, Client Service Management II to join our Wealth Management team. This role is... ...client servicing activities while also supporting onboarding, account opening, KYC documentation, relationship maintenance, and proactive...SuggestedWorldwideFlexible hours
- Specialist, (Non Supervisory), Fund/Client Accounting Representative IIAt BNY, our culture allows us to run our company better and enables employees’ growth and success... ...), Fund/Client Accounting Representative II, to join our Fund and IS Client Ops team. This role...SuggestedWork experience placementWorldwideFlexible hours
- We’re seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust... ...’ll make an impact in the following ways: Facilitate client onboarding activities and associated responsibilities.Ensure...SuggestedWork experience placementWorldwideFlexible hours
- ...Private Client Advisor II Pittsburgh, Pennsylvania To proceed with your... ...work and identify the need for team specialists; collaborate closely with other team... ...Active Listening Collaboratio Transitioning client conversations Minimum Education Requirement:...SuggestedWork at officeShift workDay shift
- ...a pipeline requisition and does not represent any one particular job opening. By applying... ...team member for the role of Senior Specialist, Client Enablement to join our... ...providing project management support for onboarding/transition/conversion/offboarding and testing. Following...SuggestedWork experience placementWorldwideFlexible hours
- We’re seeking a future team member for the role of Specialist, Ops Control II to join our Wealth Reconciliations team. This role is located in Pittsburgh, PA.In this role, you’ll make an impact in the following ways:Complete assigned reconciliations accurately and within...Work experience placementInternshipWorldwideFlexible hours
- ...about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Associate, Client Processing II to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.In this role, you’ll make an impact in the...Work experience placementWork at officeLocal areaWorldwideFlexible hours
- Specialist, Corporate Actions IIAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading... ...team member for the role of Specialist, Corporate Actions II to join our Integrated Middle Office Solutions Platform team. This...Work experience placementWork at officeLocal areaWorldwideFlexible hours
- Specialist, Client Processing II, BTS Operations - BNY A.M.P. Operations - Global Payments and Trade PlatformWe’re seeking a future team member... ...ambition is to build the best global team ? one that is representative and inclusive of the diverse talent, clients and...Work experience placementWork at officeLocal areaFlexible hours
- Specialist, Client Operations II - BTS Operations - Global Payments and Trade PlatformWe’re seeking a future team member for the role of Specialist... ...information related to BNY Mellon products and services representing multiple lines of business and geographies and directs...Work experience placementWorldwideFlexible hours
$86.7k - $170.9k
...collaborative environment? As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ideas and collaborate... ...risk and business continuity.Participate in and support the transition to new technologies and managed services models.Foster a...- ...scheduling, estimating, cost control, risk management, document control and project management information systems. The Project Controls Specialist II reports on cost controls and schedules for projects involving cost and schedule work breakdown structures and metrics, analyzing...Full timeFor contractors
- We’re seeking a future team member for the role Specialist, Infrastructure Operations Analyst II to join our TECHNOLOGY SERVICES GROUP (TSG) team. This role is located in Pittsburgh, PA or Lake Mary, FLIn this role, you’ll make an impact in the following ways:Collaborate...Work at officeWorldwideFlexible hours
- ...Treatspace, Inc. is seeking a customer-focused and design-savvy Onboarding Coordinator to join our PracticeBeat.com product line team.... ..., fully functional, and ready for long-term success before transitioning them to our Customer Success team. In this role you’ll use...Temporary workWork at officeFlexible hoursNight shift
- ...future team member for the role of Senior Specialist, Talent Acquisition to join our People... ...-organized hiring process.Assist with onboarding activities for new hires, including pre... ...preparation, and ensuring a positive transition into the firm.Handle sensitive candidate...Flexible hours
- ...Inside Sales Representative II As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world...Work at office
- ...\n Whether you’ve worked as a Behavior Technician, Behavioral Specialist, Behaviour Therapist, or Behavior Interventionist, the skills... ...6! \n Joining our team early is a great way to complete your onboarding, showcase your skills, and secure your position before the fall...Weekly paySummer holiday
- ...Specialist, Client Processing II At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible...Work experience placementWorldwideFlexible hours
- ...Specialist, Middle Office II We're seeking a future team member for the role Specialist, Middle Office II, to join our Integrated Middle Office Solutions team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways:...Work experience placementWork at officeFlexible hours
- ...purpose to deliver a better world. Join us.Job DescriptionThe AECOM Transit Design Manager (BRT) is a key role which reports to the US Mid... ...hired employees are required to attend an in-person Day 1 onboarding at an AECOM office location as a condition of employment.About...Live inWork at officeLocal areaWorldwideFlexible hours2 days per week3 days per week
$80k - $120k
...comfortable engaging strangers in conversation, and will proactively develop... ...as well as manufacturing representatives at our training facility. Strong... ...provide stability during the onboarding and training period, gradually transitioning into a performance-based structure...Base plus commissionContract workWork experience placementWork at officeLocal areaFlexible hours$18.91 per hour
...from the ground upwhere people come together to share joy and conversation. We love people. We love ice cream. We view ice cream as a... ...Team Jeni's who are interested in developing their careers, or transitioning to a new city, to have meaningful opportunities to learn,...Hourly payPart timeShift workNight shiftWeekend work- ...SpecialistOur client is seeking an experienced Corporate Immigration Specialist to oversee and manage employment-based immigration programs... ...on immigration processes and compliance obligations.Support onboarding activities for international employees by ensuring all...Permanent employmentVisa sponsorship
- ...brings to clients the best of both worlds: specialist expertise from seven specialist... ...Services. The team’s main focus is the onboarding of new clients and distributor relationships... ...are resolved promptly and efficiently.Represent client-facing teams in respect of any regulatory...WorldwideFlexible hours
- ...learning and human behavior analysis and modeling for a Pre-Doc Specialist position in the Robotics Institute. Using recent progress in... ...insurance. Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate...Full timeFixed term contractWork experience placement
- ...- for us and for your future.Position Title: Cash Management Specialist 1Business Unit: Small Business BankingReports to: Portfolio Management... ...business goals.Primary Responsibilities:Lead Cash Management Conversations with Small Business Clients: Conduct discussions focused on...Full timeWork at office
$18 per hour
...digital self-serve tools during customer interactions and the onboarding process. You will identify customer needs and use solution-based... ...internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile's amazing benefits, check...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours$88.6k - $163.1k
...Recruiting for this role ends on 08/01/2026. Work you'll do As a Specialist Lead, Business Development Intelligence and Enablement on the... ...rapid validation efforts to inform scaling decisions.Help transition validated use cases into repeatable, platform-embedded capabilities...Shift work- ...Job Description Job Description Purpose : Ambassador Animal Specialists are responsible for the implementation of animal ambassador care for the animals housed within the Conservation Education department, including husbandry, training, and care, and delivering...Seasonal workWork at office
$18.75 - $25 per hour
...listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide... ...on offerings. Supports the Branch Manager in onboarding and training new Tellers to the team. Work on...Hourly payWork experience placementShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Specialist, Onboarding/Transitions/Conversions/KYC/Representative II. Be the first to apply!
- mental health specialist Pittsburgh, PA
- instructional technology specialist Pittsburgh, PA
- resolution specialist Pittsburgh, PA
- independent living specialist Pittsburgh, PA
- criminal justice specialist Pittsburgh, PA
- delivery assurance specialist Pittsburgh, PA
- returns specialist Pittsburgh, PA
- restaurant specialist Pittsburgh, PA
- wellness specialist Pittsburgh, PA
- import specialist Pittsburgh, PA


