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Associate, Client Onboarding/Transitions/Conversions/KYC

Employer
BNY Mellon
Location
Manchester, United Kingdom
Salary
Competitive
Closing date
Mar 23, 2024

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Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Overview
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 239 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.
We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC to join our Markets Product Onboarding - EMEA team. This role is located in Manchester - hybrid.
In this role, you'll make an impact in the following ways:
  • Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions.
  • Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform.
  • Determines the best set-up for client accounts and establishes or makes updates to client accounts.
  • Prepares for the opening of new accounts once due diligence on KYC and AML has been completed.
  • Reviews the Account Opening Checklist for accuracy.
  • Closes off accounts by first checking for any pending activity or balances remaining in the account.
  • Conducts pre-transition/conversion testing and quality review of client data.
  • Escalates findings to senior colleagues or assigned transition consultant.
  • Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc.
  • Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths.
To be successful in this role, we're seeking the following:
  • Bachelors degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • 0-3 years of total work experience preferred.
  • Experience in client-facing or project management preferred. Applicable local/regional licenses or certifications as required by the business.
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'
  • Forbes Blockchain 50
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.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

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