- 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'
-
Client Onboarding Specialist
3 weeks ago
Mirrorweb Manchester, United Kingdom**MirrorWeb is the world's leading web archiving service provider. You'll be helping us grow whilst we help you grow.** · This vibrant, close-cultured company, headquartered in Spinningfields, Manchester, has recently branched into new offices in Austin, USA. · We have acquired o ...
-
Client Onboarding Executive
3 weeks ago
DWF LLP Manchester, United Kingdom**About us**: · Interested in joining a supportive, inclusive, and diverse team in an international legal business? · DWF is a global legal business providing Complex, Managed and Connected Services. We empower people to be themselves within an inclusive and supportive environmen ...
-
Client Onboarding Executive
2 weeks ago
Altus Group Manchester, United KingdomJob Category: · Opportunity Awaits at Altus Group · Altus Group is looking for Client Onboarding Executives to join our busy sales team. We need resilient, goal-oriented representatives with experience helping people in either a customer service or sales environment. · - The role ...
-
Head of Client Onboarding
2 weeks ago
The Bank of New York Mellon Corporation Manchester, United Kingdom**_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...
-
Client Onboarding Assistant
2 weeks ago
Mazars Manchester, United KingdomClient Onboarding Assistant · **Job Purpose** · Working in the Forensic and Valuation Services Team, the client onboarding assistant will be required to support the Team in respect of prospective client engagements including by confirming that the firm is free from conflicts and ...
-
Client Onboarding Executive
2 weeks ago
Altus Group Manchester, United KingdomJob Category: · Customer Support/Operations · Pay Grade Range: · £15, £35,700.00 · Disclaimer: The base salary range represents the low and high end of Altus Group's "Pay Grade Range" for this position in the primary work location. Actual hiring salaries will vary depending on fa ...
-
Client Onboarding Assistant
1 week ago
Mazars Manchester, United KingdomClient Onboarding Assistant · **Job Purpose** · Working in the Forensic and Valuation Services Team, the client onboarding assistant will be required to support the Team in respect of prospective client engagements including by confirming that the firm is free from conflicts and ...
-
Client Onboarding Associate
3 weeks ago
ORDERYOYO Manchester, United Kingdom**Onboarding Associate** · We are looking for a highly motivated individual with a passion for helping people and connecting with future and existing clients to join the OrderYOYO family. · We could not create the world's greatest food community without our Restaurant Partners, a ...
-
Associate, Client Onboarding
2 weeks ago
The Bank of New York Mellon Corporation Manchester, United Kingdom**_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...
-
Associate, Client Onboarding
2 weeks ago
The Bank of New York Mellon Corporation Manchester, United Kingdom**_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...
-
Associate, Client Onboarding
2 weeks ago
BNY Mellon Manchester, United KingdomOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
-
Client Onboarding Specialist
1 day ago
Mirrorweb Manchester, United Kingdom**MirrorWeb is the world's leading web archiving service provider. You'll be helping us grow whilst we help you grow.** · This vibrant, close-cultured company, headquartered in Spinningfields, Manchester, has recently branched into new offices in Austin, USA. · We have acquired o ...
-
Client Onboarding Executive
4 days ago
Altus Group Manchester, United KingdomJob Category: · Opportunity Awaits at Altus Group · Altus Group is looking for Client Onboarding Executives to join our growing sales team. We need resilient, goal-oriented representatives with experience helping people in either a customer service or sales environment. · The rol ...
-
Analyst, Client Onboarding
2 weeks ago
BNY MELLON Manchester, United KingdomBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Associate, Client Onboarding
1 week ago
THE BANK OF NEW YORK MELLON CORPORATION Manchester, United KingdomBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Senior Analyst, Client Onboarding
3 weeks ago
BNY MELLON Manchester, United KingdomBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Irwin Mitchell Manchester, United KingdomYour Role · and What You'll Be Doing First impressions count and our team has a key role in setting the high standard of onboarding service that our clients expect of Irwin Mitchell. The Client Onboarding Teams provide a centralised client and matter onboarding service to fee ea ...
-
BNY MELLON Manchester, United KingdomBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
THE BANK OF NEW YORK MELLON CORPORATION Manchester, United KingdomBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
BNY Mellon Manchester, United KingdomThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world' ...
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.
