- Under client direction, conducts assigned operational and client facing activities related to client onboarding/global market documentation and account openings/conversions for complex markets. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data.
- Determines the best set-up for client complex market accounts and establishes or makes updates to client market accounts. Prepares documentation related to opening new market accounts once due diligence on KYC and AML has been completed.
- Escalates issues to senior colleagues/managers, front office personnel, or project managers.
- Responsible for the daily workflow of client documentation statuses, including new openings, conversions, and remediations.
- Assists with managing new and existing business requests by developing execution plans in coordination with functional partners.
- Communicate progress to clients and other internal groups through email, phone, or regularly scheduled client meetings.
- Works closely with and provides support for Front Office, Conversions, Relationship Management, and Account Management teams to ensure knowledge of client priorities and preferences as part of a seamless client experience.
- Role has no direct report responsibilities but may have training duties.
- Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Relevant work experience preferred.
- Experience in client-facing or project management preferred.
- Fortune World's Most Admired Companies & Top for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Human Rights Campaign Foundation, % score Corporate Equality Index
- , Disability: IN – % score
- Best Workplaces for Innovators, Fast Company
- CDP's Climate Change 'A List'
- Forbes Blockchain
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Senior Analyst, Client Onboarding – Account and Market Activation - Manchester, United Kingdom - THE BANK OF NEW YORK MELLON CORPORATION
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" - % of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 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 , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Senior Analyst, Client Onboarding – Account and Market Activation to join our EMEA Global Client Activation (GCA) team. This role is located in Manchester, United Kingdom – hybrid working.
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
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.