Associate, Client Onboarding/Transitions/Conversions/KYC 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/Transitions/Conversions/KYC II to join our team. This role is located in Wroclaw - HYBRID .
Department Overview
The Global Client Activation (GCA) team, part of our Enterprise Onboarding Platform group, is responsible for opening and amending accounts and markets for all our clients and investment managers across EMEA. The team in EMEA is made up of over 50 individuals based in Manchester, Wroclaw, and Brussels in addition to colleagues in Singapore, Pune and the US. We liaise with clients, third-party investment managers, relationship managers and many other internal stakeholders as part of our role. The team is the focal point for ensuring accurate and timely set-up of all new and existing client accounts, markets, and static data.

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:

You will be member of Sub Accounts Administration team within Global Client Activation Team. You will be working on client’s requests directly with our sub-custody network to open client accounts in the market. You will work directly with sub-custodians, instructing and amending market account openings on behalf of BNY clients. The role will include assisting to day-to-day queries about account and market set-up and ensuring that we meet our service level descriptions in accordance with the regulations associated with our role.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Essential qualifications
Fluent English spoken and written (min B2 level)
Effective organizational and time management skills
Ability to perform to high level of accuracy with attention to detail
IT skills including MS Excel.
Financial services experience, minimum 2 years
Preferred qualifications
Previous experience of managing multiple, high-volume tasks.
Previous experience of working directly with market custodians
Proactive and self-starting approach.
Ability to work with minimum management supervision.
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