Associate, Client Onboarding/Transitions/Conversions/KYC I
Associate, Client Onboarding/Transitions/Conversions/KYC I

Associate, Client Onboarding/Transitions/Conversions/KYC I

Manchester Full-Time 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: On-board clients, evaluate proposals, and manage data accuracy.
  • Company: Join BNY, a global leader in financial services with a culture of innovation and inclusivity.
  • Benefits: Enjoy competitive pay, flexible resources, generous leave, and volunteer time.
  • Why this job: Make an impact in a supportive team while developing your skills in a dynamic environment.
  • Qualifications: Bachelor’s degree or equivalent experience; strong organisational and communication skills required.
  • Other info: This is a hybrid role based in Manchester, U.K.

The predicted salary is between 28800 - 43200 £ per year.

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.

We’re seeking a future team member to join our Collateral Onboarding Client Enablement team. This opportunity is located in Manchester U.K and is a Hybrid position. In this role, you’ll make an impact in the following ways:

  • Prepare for, and on-board clients.
  • Carefully evaluate submissions from the BAC (Business Acceptance Committee) regarding new business proposals.
  • Review, action and challenge requests from Relationship Management & Client Service, where appropriate.
  • Utilize proprietary system-based software to open and close accounts.
  • Daily attention to the running of reconciliations and strong appreciation for data accuracy.
  • Resolve data conflicts with external teams and run with them to closure.
  • Understand and adhere to regulatory deadlines when performing duties.
  • Process Contracts and related documents and upload them into a centralized database.
  • Utilize maker/checker methodology in collaboration with colleagues while ensuring effective synergy.
  • Support the collation of monthly regulatory MI (Management Information) and KRIs (Key Risk Indicators).
  • Process client system access and reporting requests.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and work experience is required.
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality.
  • Strong verbal and written communication skills required.
  • Experience in reconciliations, data maintenance preferred.
  • Strong problem-solving skills and careful attention to detail.
  • Team player with a positive attitude.

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 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.

Associate, Client Onboarding/Transitions/Conversions/KYC I employer: BNY Mellon

At BNY, we pride ourselves on fostering a culture that empowers our employees to thrive and innovate. Located in Manchester, this hybrid role offers not only competitive compensation and comprehensive benefits but also a commitment to personal and professional growth within a diverse and inclusive workplace. Join us and be part of a team that values your unique perspective while making a meaningful impact on the global financial landscape.
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Contact Detail:

BNY Mellon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Client Onboarding/Transitions/Conversions/KYC I

✨Tip Number 1

Familiarise yourself with the specific software and tools used in client onboarding and KYC processes. Understanding these systems can give you a significant edge during interviews, as you'll be able to demonstrate your readiness to hit the ground running.

✨Tip Number 2

Network with current or former employees of BNY, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the position.

✨Tip Number 3

Stay updated on regulatory changes that impact client onboarding and KYC processes. Showing that you are proactive about industry knowledge can set you apart from other candidates and demonstrate your commitment to compliance.

✨Tip Number 4

Prepare to discuss specific examples of how you've handled data accuracy and reconciliations in past roles. Being able to articulate your problem-solving skills and attention to detail will resonate well with the hiring team.

We think you need these skills to ace Associate, Client Onboarding/Transitions/Conversions/KYC I

Client Onboarding
Data Accuracy
Reconciliation Skills
Regulatory Compliance
Document Management
Communication Skills
Organisational Skills
Problem-Solving Skills
Attention to Detail
Team Collaboration
Time Management
Proficiency in Software Systems
Ability to Prioritise Tasks
Management Information Reporting

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate position. Tailor your application to highlight relevant experiences that align with client onboarding, transitions, and KYC processes.

Craft a Strong CV: Your CV should clearly showcase your educational background, work experience, and skills that are pertinent to the role. Emphasise your organisational skills, attention to detail, and any experience in reconciliations or data maintenance.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company culture at BNY. Use specific examples from your past experiences to demonstrate how you meet the qualifications and can contribute to the team.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at BNY Mellon

✨Understand the Role

Make sure you have a clear understanding of the responsibilities associated with the Associate position in Client Onboarding. Familiarise yourself with terms like KYC, reconciliations, and data accuracy, as these will likely come up during the interview.

✨Showcase Your Organisational Skills

Given the emphasis on exceptional organisational skills in the job description, prepare examples from your past experiences where you successfully managed multiple tasks while maintaining high quality. This will demonstrate your ability to prioritise effectively.

✨Prepare for Problem-Solving Questions

Expect questions that assess your problem-solving abilities. Think of specific instances where you resolved conflicts or challenges, particularly related to data maintenance or client interactions, and be ready to discuss them.

✨Emphasise Teamwork and Communication

As a team player is highlighted in the job requirements, be prepared to discuss how you collaborate with colleagues. Share examples of how you’ve communicated effectively in a team setting, especially in high-pressure situations.

Associate, Client Onboarding/Transitions/Conversions/KYC I
BNY Mellon
B
  • Associate, Client Onboarding/Transitions/Conversions/KYC I

    Manchester
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-06-26

  • B

    BNY Mellon

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