Senior Associate, Client Onboarding - Account & Market Activation

BNY Mellon; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading global financial services company in Manchester is seeking a Senior Associate for Client Onboarding. The role involves overseeing client account activities, ensuring accurate setup on systems, and maintaining excellent client relationships. Applicants should have a Bachelor's degree and experience in financial services, with strong organizational, decision-making, and training skills. This hybrid position offers competitive compensation and a culture of excellence.

Benefits

Highly competitive compensation

Generous paid leaves

Wellbeing programs

Qualifications

• Experience in enhancing controls and risk management.
• Strong coaching and training capabilities.
• Ability to manage multiple priorities and deadlines.
• Effective decision making in complex situations.
• Attention to client needs and service excellence.

Responsibilities

• Oversee and coordinate client account and market activation activities.
• Act as the lead point of contact for clients.
• Perform regular reviews of outstanding items per service level agreements.
• Build and maintain client relationships.
• Ensure clients receive necessary training.

Skills

Risk mindset with experience of enhancing controls

Coaching and training experience

Proven organisation and prioritisation skills

Effective decision making

Attention to detail

Financial services experience

Education

Bachelor's degree or equivalent

Job description

Senior Associate, Client Onboarding - Account & Market Activation

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 tocreate 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 #LifeAtBNY is all about.

We’re seeking a future team member for the role ofSenior Associate, Client Onboarding - Account & Market Activationto 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.

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.