Hybrid Associate II, Client Onboarding – Account and Market Activation

at BNY

• Job title: Associate II, Client Onboarding – Account and Market Activation
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Manchester, United Kingdom

About the role

• Associate II, Client Onboarding involved in global client onboarding and account management activities at BNY. Conducting operational tasks to enhance client experiences and streamline market account setups.

Responsibilities

• Under client direction, conduct assigned operational and client-facing activities related to client onboarding, global market documentation, and account openings/conversions for complex markets.
• Prepare for and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data.
• Determine the best set-up for client complex market accounts and establish or update client market accounts.
• Prepare documentation related to opening new market accounts once due diligence on KYC and AML has been completed.
• Escalate issues to senior colleagues/managers, front office personnel, or project managers.
• Manage the daily workflow of client documentation statuses, including new openings, conversions, and remediations.
• Assist 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.
• Work closely with and provide 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.

Requirements

• 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.

Benefits

• 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 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, including paid volunteer time, that can support you and your family through moments that matter.