Client Onboarding Analyst (contract)

BNY; Pittsburgh (Allegheny County); Sur place; USD 33 000 - 41 000; Plein temps

Résumé du poste

BNY is a leading global financial services company seeking a Client Onboarding Analyst to join the Enterprise Onboarding Platform team in Pittsburgh, PA. The role supports Securities Finance and FX onboarding activities, focusing on onboarding clients, opening and maintaining FX trading sub-accounts, and ensuring regulatory and operational requirements are met across the client lifecycle.

This position is based in Pittsburgh and requires 4+ days onsite per week, offering exposure to capital

Qualifications

• Bachelor's degree in Finance, Economics, or related field preferred.
• 1–2+ years of professional experience (internships or entry-level roles considered).
• Strong attention to detail and ability to manage high-volume, time-sensitive tasks.
• Excellent verbal and written communication skills.
• Ability to work independently and take ownership of assigned tasks.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Teams).
• Ability to quickly learn new systems and processes in a fast-paced environment.

Responsabilités

• Onboard clients and manage FX trading accounts onboarding.
• Review and validate client documentation for AML/KYC compliance before activation.
• Serve as a point of contact for clients and internal stakeholders.
• Perform high-volume data entry and account setup with strong attention to detail.
• Ensure onboarding activities meet service levels and quality standards.
• Collaborate with FX Sales, Trade Operations, Compliance, Legal and Technology teams.
• Prepare clients for activation by communicating documentation and onboarding steps.
• Identify process improvements to support operational efficiency.

Connaissances

Attention to detail

Verbal communication

Written communication

Time management

Independent learner

Formation

Bachelor's degree (Finance, Economics, or related field)

Outils

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Tableau

Power BI

Description du poste

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 is all about. Join us and be part of something extraordinary.

Job Summary

BNY is seeking a Client Onboarding Analyst to join the Enterprise Onboarding Platform team, supporting Securities Finance and Foreign Exchange (FX) onboarding activities. This role is responsible for onboarding clients, opening and maintaining FX trading sub-accounts, and ensuring all regulatory and operational requirements are met across the client lifecycle.

This role is based in Pittsburgh, PA and requires 4+ days onsite per week.

Key Responsibilities

• Client Onboarding & Account Management: Support onboarding, account opening/closing, and client transitions for FX trading accounts, ensuring a smooth and timely onboarding experience.
• Regulatory & Documentation Oversight: Obtain, review, and validate client documentation to ensure compliance with AML, KYC, and regulatory requirements prior to account activation.
• Client & Stakeholder Interaction: Serve as a point of contact for clients and internal stakeholders, guiding them through onboarding requirements, timelines, and expectations.
• Operational Execution: Perform high-volume data entry and account setup activities with strong attention to detail in a time-sensitive environment.
• SLA & Process Management: Ensure all onboarding activities meet established service level agreements and internal quality standards.
• Cross-Functional Collaboration: Partner with FX Sales, Trade Operations, Compliance, Legal, and Technology teams to coordinate onboarding activities and resolve issues.
• Client Readiness Support: Prepare clients for account activation by clearly communicating documentation requirements, regulatory expectations, and onboarding steps.
• Continuous Improvement: Contribute to team goals by identifying process improvements and supporting operational efficiency initiatives.

Qualifications

• Bachelor's degree required (Finance, Economics, or related field preferred)
• 1-2+ years of professional experience (internships or entry-level roles considered)
• Strong attention to detail and ability to manage high-volume, time-sensitive tasks
• Excellent verbal and written communication skills
• Ability to work independently and take ownership of assigned tasks
• Proficiency in Microsoft Office Suite (Excel, Outlook, Teams)
• Ability to quickly learn new systems and processes in a fast-paced environment

Preferred Experience

• Experience in financial services, securities, or client onboarding environments
• Exposure to FX markets, capital markets, or securities finance
• Prior experience in client-facing or operations roles
• Familiarity with data visualization tools such as Tableau or Power BI
• Internship experience in finance, banking, or related fields

Why Join Us

This is a high-impact opportunity to join a critical onboarding function within BNY's Markets division, supporting Foreign Exchange trading capabilities. You will gain hands-on exposure to capital markets, regulatory processes, and cross-functional collaboration while building foundational experience in client onboarding and financial operations.

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, 2025

World's Most Admired Companies, Fortune 2025

"Most Just Companies", Just Capital and CNBC, 2025

Pay Rate Range

24 - 30 USD hourly