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- Tasks: Lead client onboarding and ensure smooth communication for top clients.
- Company: Join BNY, a global leader in financial services with a commitment to innovation and inclusivity.
- Benefits: Enjoy competitive pay, flexible resources, generous paid leaves, and volunteer time.
- Why this job: Be part of a dynamic team making a real impact in the financial world.
- Qualifications: Bachelor's degree or equivalent experience; investment banking knowledge preferred.
- Other info: Hybrid role based in Manchester with a focus on client success.
The predicted salary is between 43200 - 72000 £ per year.
Job Description SENIOR ASSOCIATE, ENTERPRISE ONBOARDING PLATFORM CLIENT SUCCESS MANAGER At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Senior Associate, Enterprise Onboarding Platform Client Success Manager to join our Client Success Team team. This role is located in Manchester (hybrid). Overview: The Enterprise Onboarding Platform’s CSM provides Clients with a single point of contact for transparency in New Business Onboarding, Maintenance Escalations, and Prioritized Service Requests. The CSM may partner with a Service Director and/or a Client Implementation Manager as part of a Client Success Team, to support BNY’s aligned external messaging in Client Engagements. A Client Success Manager (CSM) may be dedicated to a Top/Priority Client (as part of the Client Success Manager-Model) OR dedicated to a Regional Line of Business Segment (as part of the Client Success Pooled-Model) In the Client Success Manager-Model, the CSM is supported by a dedicated ringfence of experts in Contracts, KYC, Client/Account Activation, and/or TA Production Leads who execute their Internal Milestones toward Completion In the Client Success Pooled-Model, the CSM is works closely with Global KYC New Business and engages with Business Areas that support Contracts and Client/Account Opening for the applicable Line of Business Segment where New Business has been initiated, coordinating the Completion of Onboarding activities In this role, you’ll make an impact in the following ways: Establishing, attending, proactively preparing for client-engagement meetings Monitoring prioritized deliverables among dedicated pods, ringfenced Experts Maintaining transparency across event lifecycle Facilitating coordination around escalations Ensuring commercial client-responses in instances of escalations & BAU sensitivity To be successful in this role, we’re seeking the following: Bachelor’s degree or higher or the equivalent combination of education and experience is required Relevant experience within investment banking industry Proficiency in MS Office tools (Excel, PowerPoint, Power BI) Experience in interacting with Global Clients, Transfer Agency experience is also preferred Proactive, agile, focused attitude towards work and an ability to consistently meet stringent deadlines Know Your Customer (KYC) and Anti Money Laundering (AML) experience is preferred Client issue handling and resolution experience is preferred At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our 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 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Associate, Enterprise Onboarding Platform Client Success Manager employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate, Enterprise Onboarding Platform Client Success Manager
✨Tip Number 1
Familiarize yourself with the investment banking industry, especially focusing on client onboarding processes. Understanding the nuances of KYC and AML regulations will give you an edge in discussions during interviews.
✨Tip Number 2
Highlight your experience with MS Office tools, particularly Excel and Power BI. Be prepared to discuss how you've used these tools to analyze data or improve client engagement in previous roles.
✨Tip Number 3
Showcase your proactive approach by preparing examples of how you've successfully managed client escalations or resolved issues in past positions. This will demonstrate your ability to handle sensitive situations effectively.
✨Tip Number 4
Network with current or former employees of BNY to gain insights into their culture and expectations for the Client Success Manager role. This can provide valuable context that you can use to tailor your approach during the interview process.
We think you need these skills to ace Senior Associate, Enterprise Onboarding Platform Client Success Manager
Some tips for your application 🫡
Tailor Your Resume: Make sure to customize your resume to highlight relevant experience in investment banking and client success management. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive attitude and experience with client engagement. Mention specific examples of how you've successfully handled escalations or improved client relationships in previous roles.
Highlight Relevant Skills: Emphasize your proficiency in MS Office tools, especially Excel and PowerPoint, as well as any experience with KYC and AML processes. This will show that you have the technical skills needed for the role.
Showcase Your Achievements: Include quantifiable achievements in your application, such as successful project completions or improvements in client satisfaction scores. This will help illustrate your impact in previous positions.
How to prepare for a job interview at BNY
✨Understand the Client Success Model
Familiarize yourself with BNY's Client Success Manager-Model and Pooled-Model. Be prepared to discuss how you can effectively support clients in both models, emphasizing your experience in client engagement and issue resolution.
✨Showcase Your Industry Knowledge
Highlight your relevant experience within the investment banking industry. Be ready to discuss specific examples of how you've navigated challenges in this field, particularly in relation to KYC and AML processes.
✨Demonstrate Proactive Communication Skills
Prepare to illustrate your proactive approach to client communication. Share examples of how you've successfully managed client expectations and escalations in previous roles, ensuring transparency and timely responses.
✨Be Ready with Technical Proficiency
Since proficiency in MS Office tools is required, be prepared to discuss your experience with Excel, PowerPoint, and Power BI. Consider bringing examples of reports or presentations you've created that demonstrate your analytical skills.
