FX Onboarding Specialist: Client Setup & Compliance

BNY

Pittsburgh (Allegheny County)

On-site

USD 33,000 - 41,000

Full time

9 days ago

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Job summary

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.

Responsibilities

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.