Associate, Client Onboarding/Transitions/Conversions/KYC I

BNY; Greater Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading global financial services company is seeking an Associate for Client Onboarding in Greater Manchester. This hybrid role involves onboarding clients, evaluating proposals, and ensuring data accuracy. Join a culture that empowers growth and innovation.

Benefits

Competitive Compensation

Flexible Global Resources

Generous Paid Leaves

Qualifications

• Exceptional organizational skills and ability to prioritize.
• Strong verbal and written communication skills required.
• Experience in reconciliations and data maintenance preferred.

Responsibilities

• Prepare for and onboard clients.
• Review and evaluate submissions from the BAC.
• Utilize proprietary software to open and close accounts.

Skills

Organizational Skills

Communication

Problem-Solving

Education

Bachelor’s Degree

Job description

Associate, Client Onboarding/Transitions/Conversions/KYC I

BNY Greater Manchester, England, United Kingdom

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Associate, Client Onboarding/Transitions/Conversions/KYC I

BNY Greater Manchester, England, United Kingdom

Join to apply for the Associate, Client Onboarding/Transitions/Conversions/KYC I role at BNY

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Job Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

Job Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

We’re seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC to join our Collateral Onboarding Client Enablement team. This opportunity is located in Manchester U.K and is a Hybrid position.

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

• Prepare for, and on-board clients.
• Carefully evaluate submissions from the BAC (Business Acceptance Committee) regarding new business proposals.
• Review, action and challenge, requests from Relationship Management & Client Service, where appropriate.
• Utilize proprietary system-based software to open and close accounts.
• Daily attention to the running of reconciliations and strong appreciation for data accuracy.
• Resolve data conflicts with external teams and run with them to closure.
• Understand and adhere to regulatory deadlines when performing duties.
• Process Contracts and related documents and upload them into a centralized database.
• Utilize maker/checker methodology in collaboration with colleagues while ensuring effective synergy.
• Support the collation of monthly regulatory MI (Management Information) and KRIs (Key Risk Indicators).
• Process client system access and reporting requests.
  
  

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

• Bachelor’s degree or the equivalent combination of education and work experience is required.
• Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality.
• Strong verbal and written communication skills required.
• Experience in reconciliations, data maintenance preferred.
• Strong problem-solving skills and careful attention to detail.
• Team player with a positive attitude.
  
  

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

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

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 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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