at BNY Mellon
Asset ManagementPosted 13 days ago
No clicks
**Role:** Specialist, Client Onboarding/Transitions/Conversions/KYC II **Responsibilities:** - Facilitate new client onboarding with buy- and sell-side clients - Assess and set up client accounts, managing documentation and regulatory parameters - Oversee KYC/AML due diligence for new accounts and provide client training - Project manage onboarding activities, ensuring timely progress and communication **Required Skills & Experience:** - Bachelor's degree with 1-2 years of experience in finance, securities, or project management - Strong verbal and written communication skills - Capability to handle multiple complex functions simultaneously - Preferred: Advanced degree and experience in financial services **Location:** - Manchester
- Compensation
- Not specified GBP
- City
- Manchester
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Specialist, Client Onboarding/Transitions/Conversions/KYC II
At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
Were seeking a future team member for the role of Specialist, Client Onboarding/Transitions/Conversions/KYC II to join our Global Collateral team. This role is located in Manchester
In this role, youll make an impact in the following ways:
- Support buy-side and sell-side clients in segregating, optimizing, financing, and transforming collateral to meet their financial and operational objectives.Assess and determine the appropriate client account setup, while clearly communicating documentation requirements, regulatory considerations, market complexities, and industry expectations.Oversee the opening of new accounts following completion of KYC and AML due diligence, including review of supporting Account Opening Checklists for accuracy and delivery of client training where applicableProvide project management support for onboarding activities, including planning, scheduling, effort estimation, and issue/risk tracking, while ensuring timely communication of progress and escalation of potential delays or challenges.Take ownership of the successful execution of smaller or less complex onboarding initiatives, maintaining a strong focus on quality, efficiency, and overall client satisfaction.
To be successful in this role, were seeking the following:- Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.1-2 years of total work experience. Preferred roles in financial services, experience in securities, client facing, or project management rolesDemonstrated ability to manage multiple responsibilities and functions simultaneously, while balancing varying levels of complexity and urgency throughout the business day.Strong verbal and written communication skills, with the ability to clearly convey complex information to a broad range of stakeholders at varying levels of seniorityAt BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedInHeres a few of our recent awards:
- Americas Most Innovative Companies, Fortune, 2025Worlds Most Admired Companies, Fortune 2025Most Just Companies, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY 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 lifes 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, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Specialist, Client Onboarding/Transitions/Conversions/KYC II
Compensation
Not specified GBP
City: Manchester
Country: United Kingdom
ExperiencedNo visa sponsorship**Role:** Specialist, Client Onboarding/Transitions/Conversions/KYC II **Responsibilities:** - Facilitate new client onboarding with buy- and sell-side clients - Assess and set up client accounts, managing documentation and regulatory parameters - Oversee KYC/AML due diligence for new accounts and provide client training - Project manage onboarding activities, ensuring timely progress and communication **Required Skills & Experience:** - Bachelor's degree with 1-2 years of experience in finance, securities, or project management - Strong verbal and written communication skills - Capability to handle multiple complex functions simultaneously - Preferred: Advanced degree and experience in financial services **Location:** - Manchester
Full Job Description
Specialist, Client Onboarding/Transitions/Conversions/KYC IIAt BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.Were seeking a future team member for the role of Specialist, Client Onboarding/Transitions/Conversions/KYC II to join our Global Collateral team. This role is located in ManchesterIn this role, youll make an impact in the following ways:- Support buy-side and sell-side clients in segregating, optimizing, financing, and transforming collateral to meet their financial and operational objectives.Assess and determine the appropriate client account setup, while clearly communicating documentation requirements, regulatory considerations, market complexities, and industry expectations.Oversee the opening of new accounts following completion of KYC and AML due diligence, including review of supporting Account Opening Checklists for accuracy and delivery of client training where applicableProvide project management support for onboarding activities, including planning, scheduling, effort estimation, and issue/risk tracking, while ensuring timely communication of progress and escalation of potential delays or challenges.Take ownership of the successful execution of smaller or less complex onboarding initiatives, maintaining a strong focus on quality, efficiency, and overall client satisfaction.
To be successful in this role, were seeking the following:- Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.1-2 years of total work experience. Preferred roles in financial services, experience in securities, client facing, or project management rolesDemonstrated ability to manage multiple responsibilities and functions simultaneously, while balancing varying levels of complexity and urgency throughout the business day.Strong verbal and written communication skills, with the ability to clearly convey complex information to a broad range of stakeholders at varying levels of seniorityAt BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedInHeres a few of our recent awards:
- Americas Most Innovative Companies, Fortune, 2025Worlds Most Admired Companies, Fortune 2025Most Just Companies, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY 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 lifes 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, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.CareersApplications
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