- 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.
- 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.
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- Best Places to Work for Disability Inclusion , Disability: IN – 100% 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 ...
-
Client Onboarding Team
1 week ago
Napthens LLP Preston, United Kingdom**Client Onboarding Team** · **Preston Office based role** · **Full time, permanent 35 hours per week** · **Part time, permanent also available, evenings and weekends available** · **Benefits include 28 days holiday, Health and Wellbeing platform, Contributory Pension Scheme** · ...
-
Head of Client Onboarding
2 weeks ago
The Bank of New York Mellon Corporation Liverpool, 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, custod ...
-
Client Onboarding Executive
2 weeks ago
Novus Pay Bradford, United Kingdom**Onboarding Executive (Customer Service)** · Novus Pay is an exciting Fintech on a mission to make payment acceptance as easy as possible for businesses all over the UK. We are an independent payments advisor offering guidance on all types of business payment solutions. Our etho ...
-
Client Onboarding Administrator
3 weeks ago
Meraki Liverpool, United KingdomMeraki Talent are delighted to be engaged with a leading Financial Services company based in Liverpool with the appointment of a Client Onboarding Administrator. · The Company · Our client are a personalised wealth and investment management firm that have just entered a period of ...
-
Client Onboarding Team
3 weeks ago
Napthens LLP Preston, United Kingdom**Client Onboarding Team** · **Office based role in Preston PR1** · **Full time, permanent 35 hours per week, 9am - 5pm Monday to Friday** · **Salary + Bonus + Benefits include 28 days holiday, Health and Wellbeing platform, Contributory Pension Scheme** · This could be your step ...
-
Client Onboarding Team
1 week ago
Napthens LLP Preston, United Kingdom**Client Onboarding Team** · **Preston Office based role** · **Full time, permanent 35 hours per week Monday to Friday 9am - 5pm** · **Benefits include 28 days holiday, Health and Wellbeing platform, Contributory Pension Scheme** · This could be your stepping stone to a career in ...
-
Associate, Client Onboarding
6 days ago
BNY Mellon Radcliffe, Greater 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 ...
Analyst, Client Onboarding - Radcliffe, Greater Manchester, United Kingdom - BNY Mellon
Description
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 and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
Department Overview
The EMEA Global Client Activation (GCA) team, part of our Enterprise Operations Utilities 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 and the US. We liaise with Clients, Investment Managers, Relationship Managers, Credit Risk, Contracts, KYC and many other internal stakeholders as part of the onboarding and trade lifecycle. We play a critical role in our clients' experience through our daily interactions and ensuring our client's activities are taken care of accurately and timely in respect of their account and market setups.
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.
Primary areas of responsibility
Essential qualifications
Preferred qualifications
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
Our Benefits:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
#J-18808-Ljbffr
