What are the responsibilities and job description for the Client Onboarding Analyst position at BNY Mellon?
At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 of inclusion, 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.
Job Summary:
Looking for a high‑energy professional eager to master end‑to‑end order processing; from intake and document validation through trade execution and settlement, playing a critical role in delivering a seamless client experience. You’ll drive the review of Alternative Investment subscriptions and redemptions, ensure data integrity, resolve exceptions in real time, and coordinate complex cash movements to meet demanding timelines.
You’ll operate at the center of the business—partnering across teams, custodians, and fund administrators to keep transactions flowing with precision and speed. Success requires strong judgment, a control mindset, and the ability to communicate clearly under pressure while solving problems proactively.
The role is based onsite in Lake Mary, FL (4 days per week). Conversion is possible at the end of the contract.
Key Responsibilities:
• Onboarding & Fund Setup: Manage end-to-end onboarding from documentation review through account activation, including fund setups and validation activities.
• Operations & Controls: Create and validate CUSIPs, audit setup data, and ensure strong operational controls and compliance throughout the process.
• Workflow & Inbox Management: Support a shared inbox environment, managing daily workflows tied to fund launches and onboarding requests.
• Cross-Functional Collaboration: Partner with internal teams, custodians, and asset managers to meet aggressive launch timelines and resolve issues proactively.
• Communication & Stakeholder Support: Handle external email communications with clarity and professionalism while supporting internal coordination and escalation needs.
Qualifications:
• Strong analytical, problem-solving, and attention-to-detail skills
• Clear communicator with strong interpersonal skills and ability to work in a team-based environment
• Comfortable working in a back-office, email-driven operations role
• Ability to manage multiple workflows and priorities in a fast-paced environment
• Proficiency with Microsoft Excel and general documentation tools
Preferred Experience:
• Exposure to alternative investments or fund onboarding operations
• Experience working in a shared inbox environment
• FINRA licensing (SIE, Series 99, Series 7)
• General compliance and risk awareness
Why Join Us:
At BNY, this isn’t just a role—it’s a platform. You’ll build a powerful network, accelerate your career, and tap into a dynamic campus culture with world‑class amenities, supportive Employee Business Resource Groups, and employee‑led communities designed to help you grow, connect, and lead.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Salary : $25 - $31