Associate, Client Onboarding - Account and Market Activation I

at  BNY Mellon

Overview
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 #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Onboarding - Account and Market Activation II to join our Client Activation team, part of the Enterprise Onboarding Platform. This role is hybrid and located in Manchester, UK.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

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.
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.
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
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.
Strong digital and IT skills, including MS Excel
Ability to understand, adapt and drive change initiatives
Previous experience of managing multiple, high-volume tasks.
Flexibility.
Proactive and uses initiative.
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