At a Glance
- Tasks: Lead client onboarding, manage documentation, and enhance client experience through effective coordination.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Competitive pay, flexible resources, generous leave, and a focus on wellbeing.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Be part of transformative projects that redefine finance and uplift communities worldwide.
- Qualifications: Experience in project management, systems literacy, and strong communication skills.
The predicted salary is between 50000 - 60000 € per year.
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 world’s 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.
We’re seeking a future team member for the role of Senior Specialist, Client Enablement. This role is based in Manchester.
In this role, you’ll make an impact in the following ways:
- Execute end-to-end onboarding delivery: break plans into tasks, run stand-ups, track progress, and maintain RAID with clear owners and ETAs.
- Configure and validate setups: manage documentation (KYC/tax/legal), set client entitlements, test integrations/data feeds, and ensure cutover readiness.
- Coordinate cross-functional teams: align Sales/Coverage, Operations, Technology, Risk, and vendors; secure approvals and sign-offs at each checkpoint.
- Drive client experience: run intake and readiness calls, translate requirements into configurations, provide proactive updates, and capture feedback.
- Continuously improve processes: standardize workflows, update playbooks/runbooks, identify automation opportunities, and reduce cycle time and rework.
To be successful in this role, we’re seeking the following:
- Project/program execution: task management, RAID discipline, status reporting, risk mitigation; familiarity with Agile/Waterfall and dashboards.
- Systems and data literacy: onboarding platforms, document management, entitlements, data flow validation; defect handling and retesting.
- Stakeholder management and communication: clear written/verbal updates, structured escalations, and ability to influence cross-functional teams.
- Wealth domain knowledge: client segments, products, account structures, documentation requirements, and service expectations.
- Process improvement mindset: mapping workflows, removing friction, applying controls, and delivering measurable efficiency and client experience gains.
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.
Senior Specialist, Client Onboarding in Manchester employer: BNY Mellon
At BNY, we pride ourselves on fostering a culture of innovation and collaboration, making us an exceptional employer for those seeking to thrive in the financial services sector. Located in Manchester, our team enjoys competitive compensation, comprehensive benefits, and ample opportunities for personal and professional growth, all while contributing to transformative solutions that impact communities globally. Join us to be part of a forward-thinking organisation where your ideas can flourish and make a real difference.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Specialist, Client Onboarding in Manchester
✨Tip Number 1
Network like a pro! Reach out to current or former employees at BNY on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding BNY's culture and values. They love innovation and collaboration, so think of examples from your past that showcase these traits. We want to see how you can fit into their extraordinary team!
✨Tip Number 3
Show off your project management skills! Be ready to discuss how you've successfully managed tasks and teams in the past. Use specific examples that highlight your ability to drive client experience and improve processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the BNY team and ready to make an impact.
We think you need these skills to ace Senior Specialist, Client Onboarding in Manchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Specialist, Client Onboarding role. Highlight your experience with project management, stakeholder communication, and any relevant systems knowledge that aligns with what BNY is looking for.
Showcase Your Process Improvement Skills:BNY values a process improvement mindset, so don’t shy away from sharing examples of how you've mapped workflows or identified automation opportunities in your previous roles. This will show that you can contribute to their continuous improvement goals.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use structured language to convey your experiences and skills, as this reflects the clarity they expect in client communications. Remember, less is often more!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at BNY Mellon
✨Know Your Onboarding Processes
Familiarise yourself with the end-to-end onboarding delivery process. Be ready to discuss how you would break down tasks, run stand-ups, and track progress. Showing that you understand the importance of RAID (Risks, Assumptions, Issues, Dependencies) will impress your interviewers.
✨Demonstrate Systems Literacy
Brush up on your knowledge of onboarding platforms and document management systems. Be prepared to talk about how you've handled data flow validation and defect handling in the past. This will show that you can hit the ground running in a tech-driven environment.
✨Showcase Your Stakeholder Management Skills
Prepare examples of how you've effectively communicated with cross-functional teams. Highlight your ability to provide clear updates and structured escalations. This is crucial for the role, so make sure you can demonstrate your influence and collaboration skills.
✨Emphasise Process Improvement Mindset
Think of specific instances where you've mapped workflows or identified automation opportunities. Discuss how you've removed friction in processes and delivered measurable efficiency gains. This will align perfectly with BNY's focus on continuous improvement.
