Onboarding Operations Analyst - Financial Services

BNY; Town of Florida (NY); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY is seeking professionals to support Markets Client Onboarding within Enterprise Onboarding. These roles support onboarding and lifecycle-management activities across Transaction Management Operations (TMO), Fixed Income & Equities Client Lifecycle Management (FIEQ CLM), and Liquidity & Margin Services (LMS) Onboarding.

Standard hours are aligned to 8:30 AM-5:30 PM Eastern, with overtime expected as needed. Contractors are expected to work onsite 4 days per week, and 1 day remote.

Qualifications

• Strong attention to detail with experience handling static data, contractual information, client/account details, and accurate data entry across multiple systems.
• Strong written and verbal communication skills, including comfort handling emails and chats in a fast-paced operational setting.
• Ability to follow written procedures, checklists, escalation protocols, and maker-checker controls.
• Ability to manage multiple priorities, urgent requests, and strict deadlines while maintaining accuracy.
• Comfortable working in a hybrid environment and collaborating using Microsoft Outlook, Excel, Word, and Teams.
• Bachelor’s degree or equivalent combination of education and relevant experience.

Responsibilities

• Onboarding Support: Facilitate onboarding of client accounts into internal systems by initiating work items, entering static data, and ensuring information is accurately recorded and routed for approval
• Data & Documentation Management: Input and maintain client, account, jurisdictional, contractual, and related onboarding data across multiple platforms; gather, index, and organize supporting documentation
• Workflow & Queue Administration: Monitor shared mailboxes, workflow queues, and ageing trackers; coordinate follow-ups and support backlog reduction in a high-volume environment
• Cross-Functional Coordination: Work closely with sales, middle office, operations, legal, risk, compliance, and other internal stakeholders to support smooth onboarding execution
• Status Reporting & Escalation: Prepare routine status updates, identify incomplete or inconsistent information, and elevate exceptions in accordance with established procedures
• Controlled Operations Support: Perform initiator-only tasks under maker-checker controls; all approvals, regulatory determinations, exception decisions, and final sign-offs remain with authorized permanent employees

Skills

Attention to detail

Communication skills

Multitasking

Hybrid environment familiarity

Education

Bachelor’s degree or equivalent

Tools

Microsoft Outlook

Excel

Word

Teams

Job description

BNY is seeking professionals to support Markets Client Onboarding within Enterprise Onboarding. These roles support onboarding and lifecycle-management activities across Transaction Management Operations (TMO), Fixed Income & Equities Client Lifecycle Management (FIEQ CLM), and Liquidity & Margin Services (LMS) Onboarding.

Standard hours are aligned to 8:30 AM-5:30 PM Eastern, with overtime expected as needed. Contractors are expected to work onsite 4 days per week, and 1 day remote.