- Take ownership of a client portfolio, acting as a liaison between clients or relationship managers and the firm's operational departments.
- Serve as the main point of contact for Client Activation in client-facing interactions to facilitate account and market initiatives such as asset conversions, mergers/acquisitions, and other operational changes.
- Interpret client instructions, complete required documentation accurately, and ensure proper setup of static data across all internal systems.
- Regularly review outstanding items to ensure timely completion in line with service level agreements.
- Cultivate strong client relationships to deliver an exceptional client experience, driving departmental growth and client satisfaction.
- Develop a comprehensive understanding of each client's structure and needs to deliver personalized service regarding account and market setups.
- Leverage expertise in our product suite, services, and global markets to simplify processes for clients.
- Stay informed about global projects that may impact the group, engaging in relevant initiatives to drive business changes.
- Strong risk management orientation with a focus on control enhancements.
- Experience in coaching and training.
- Demonstrated organizational skills, prioritization abilities, and proficiency in meeting deadlines.
- Capability to make effective decisions in challenging or time-sensitive situations.
- Keen attention to detail.
- Prior experience in financial services.
- Proficiency in digital tools, including MS Excel.
- Capacity to grasp, adapt to, and drive change initiatives.
- Previous exposure to managing multiple high-volume tasks.
- Flexibility and a proactive approach with a focus on taking initiative.
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Human Rights Campaign Foundation, Corporate Equality Index - 100% score
- Best Places to Work for Disability Inclusion, Disability: IN - Perfect score
- 100 Best Workplaces for Innovators, Fast Company
- CDP's Climate Change 'A List'
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Associate, Client Onboarding - Manchester, United Kingdom - BNY MELLON
Description
Bring your innovative ideas and join a legendary team.
BNY Mellon presents a diverse range of exciting opportunities at the crossroads of business, finance, and technology. As a top player in asset management and banking, we oversee trillions of dollars in assets, custody, and administration. Referred to as the "bank of banks," 97% of the world's leading banks collaborate with us as we guide our clients towards a digital future.
With a rich heritage spanning over 238 years and a track record of pioneering industry advancements, BNY Mellon thrives on adaptation, leadership, and fostering innovation. Today, our global workforce of around 50,000 individuals across 35 countries cultivates a culture that encourages growth, risk-taking, experimentation, and authenticity. This encapsulates the essence of #LifeAtBNYMellon.
Department Overview:
The EMEA Global Client Activation (GCA) team, a division of our Enterprise Operations Utilities unit, focuses on facilitating the opening and modification of accounts and markets for clients and investment managers across EMEA. Comprising over 50 professionals in Manchester, Wroclaw, Brussels, Singapore, and the US, our team collaborates with clients, investment managers, relationship managers, credit risk, contracts, KYC, and various internal stakeholders to streamline onboarding and the trade lifecycle, contributing significantly to enhancing our clients' experiences.
Your Role:
Join our team in Manchester as an Account & Market Activation Specialist, where you will manage a dedicated client portfolio, overseeing account and market activation tasks, addressing daily queries on our product offerings, services, and global markets, and ensuring compliance with service level agreements in a tightly regulated setting.
Primary Responsibilities:
Essential Qualifications:
Preferred Qualifications:
At BNY Mellon, our inclusive culture is our pride, reflected in the numerous accolades we have received:
Our Benefits:
BNY Mellon offers competitive compensation, benefits, and well-being programs grounded in a culture of excellence and merit-based rewards. We provide access to global resources and tools for personal and professional growth. Prioritize your health, bolster your resilience, and achieve your financial objectives as a valued team member, with comprehensive paid leave to support you and your loved ones during crucial moments.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion by empowering underrepresented groups, women, individuals with disabilities, and protected veterans.
