Associate, Account Opening & Maintenance / FX Overlay

BNY Mellon; Manchester; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading global financial services company is seeking an Associate for Account Opening & Maintenance to join the FX Overlay Onboarding team in Manchester. The role involves onboarding clients to the FX Overlay platform, maintaining client data, and managing project pipelines. Ideal candidates have 3-5 years of experience in FX operations or project management, along with strong communication and analytical skills. Competitive compensation and benefits are offered.

Benefits

Competitive compensation

Generous paid leaves

Wellbeing programs

Qualifications

• 3-5 years in financial services, FX operations, client onboarding, or project management.
• Solid understanding of FX products (spot, forwards, swaps, NDFs) and settlement mechanics.
• Excellent verbal and written communication; comfortable liaising with senior stakeholders.

Responsibilities

• Partner with business stakeholders to onboard new clients onto the FX Overlay platform.
• Own the client onboarding pipeline production and track SLAs.
• Lead transition and conversion projects end-to-end.

Skills

Financial services

FX operations

Client onboarding

Project management

MS Excel

Attention to detail

Communication skills

Analytical mindset

Education

Bachelor’s degree or equivalent professional experience

Job description

Associate, Account Opening & Maintenance / FX Overlay

At BNY, our culture allows us to run our company better and enables employees’ growth and success. 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.

We’re seeking a future team member for the role of Associate, Account Opening & Maintenance / FX Overlay to join our FX Overlay Onboarding team. This role is located in Manchester, UK.

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

• Partner with business stakeholders to onboard new and incremental client funds onto the FX Overlay platform.
• Configure and maintain client static data, including platform setup, reporting requirements, Standard Settlement Instructions (SSIs), SWIFT messaging, legal appendices, and documentation updates.
• Own the client onboarding pipeline production, prioritize tasks, track SLAs, and elevate risks proactively.
• Lead transition and conversion projects end‑to‑end, ensuring project quality, efficiency, and client satisfaction.

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

• Bachelor’s degree or equivalent professional experience.
• 3‑5 years in financial services, FX operations, client onboarding, or project management.
• Solid understanding of FX products (spot, forwards, swaps, NDFs) and settlement mechanics.
• Strong proficiency in MS Excel; aptitude to learn in‑house platforms.
• Exceptional attention to detail and organizational skills.
• Excellent verbal and written communication; comfortable liaising with senior stakeholders and institutional clients.
• Proven ability to juggle multiple priorities under tight deadlines.
• Analytical, solution‑oriented mindset with a drive for continuous improvement.

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

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