Senior Associate, Client Onboarding/Transitions/Conversions/KYC

Job description

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We're seeking a future team member for the role of Senior Associate, Client Onboarding/Transitions/Conversions/KYC to join our The EMEA Global Client Activation (GCA) team This role is located in Manchester U.K and is a Hybrid position.

Your role

You will be working in our team of Account & Market Activation Specialists in Manchester with an assigned client base. You will oversee and coordinate your clients account and market activation activities, assist in day-to-day queries in relation to the products, services and global markets we offer to our clients, and adhere to service level agreements in a highly regulated environment.

In this role, you'll make an impact in the following ways:

• Take full responsibility for a client base and act as the link between the client / RM and the various operational areas of the firm.


• Act as the lead point of contact on behalf of Client Activation when working directly with clients to execute on their account and market initiatives e.g asset conversions, mergers/acquisitions, name/address changes, new fund launches.


• Interpret client instructions and assist in the completion of necessary documentation to ensure that the static data is accurately set up on all proprietary systems.


• Conduct an in-depth regular reviews of all outstanding items ensuring activities are completed in accordance with service level agreements.


• Build and maintain excellent client relationships to provide a best-in-class client experience and help grow the department and client business.


• Develop a full understanding of an individual client's structure and requirements to ensure a tailored service when engaging with clients around their account and market setups.


• Use and expand knowledge of the products, services and global markets offered to our clients to simplify the understand and setup process for our clients.


• Ensures client receives all necessary training or conducts the training him/herself.


• Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.


• Maintains an awareness of ongoing global projects with the potential to impact the group, engages in those with a potential to impact our role and uses that knowledge in co-ordinating and leading business change.

To be successful in this role, we're seeking the following:

• Risk mindset with experience of enhancing controls


• Bachelors degree or the equivalent combination of education and experience is required.


• Coaching and training experience


• Proven organisation and prioritisation skills and ability to manage self to meet tight deadlines.


• Effective decision maker in situations of ambiguity, complexity and/or urgency


• Attention to detail.


• Financial services experience required.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion


• Bloomberg's Gender Equality Index (GEI)


• Human Rights Campaign Foundation, 100% score Corporate Equality Index


• Best Places to Work for Disability Inclusion , Disability: IN - 100% score


• 100 Best Workplaces for Innovators, Fast Company


• CDP's Climate Change 'A List'


• Forbes Blockchain 50

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.