At a Glance
- Tasks: Lead client onboarding by managing tasks, coordinating teams, and enhancing client experiences.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Dynamic role in Manchester with opportunities for personal and professional growth.
- Why this job: Be part of transformative projects that redefine finance and uplift communities.
- 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. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Specialist, Client Enablement. This role is based in Manchester.
Responsibilities- 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.
- 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.
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 employer: BNY Mellon
At BNY, we pride ourselves on fostering a culture that champions innovation and employee growth, making us an exceptional employer in the heart of Manchester. Our commitment to competitive compensation, comprehensive wellbeing programs, and generous paid leave ensures that our team members can thrive both personally and professionally. Join us to be part of a dynamic environment where your contributions drive transformative solutions and redefine the future of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Specialist, Client Onboarding
✨Tip Number 1
Network like a pro! Reach out to current or former employees at BNY on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. Personal connections can give you insights that you won't find in the job description.
✨Tip Number 2
Prepare for the interview by understanding BNY's culture and values. Dive into their recent projects or initiatives, especially those involving AI and client solutions. This will help you align your answers with what they care about and show that you're genuinely interested.
✨Tip Number 3
Practice your STAR technique for answering behavioural questions. Think of specific situations where you've demonstrated project management skills or improved processes. This will help you articulate your experience clearly and effectively during the interview.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email reiterating your interest in the role and mentioning something specific from your conversation can leave a lasting impression. Plus, it shows your enthusiasm for joining the BNY team!
We think you need these skills to ace Senior Specialist, Client Onboarding
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Specialist role. Highlight your experience in project management and client onboarding, and don’t forget to mention any relevant tech skills you have that align with BNY's innovative culture.
Showcase Your Communication Skills:Since this role involves coordinating with various teams, it’s crucial to demonstrate your communication prowess. Use clear and concise language in your application, and provide examples of how you've effectively communicated with stakeholders in the past.
Highlight Process Improvement Experience:BNY values a process improvement mindset, so be sure to include any experiences where you've mapped workflows or identified automation opportunities. This will show that you’re proactive and focused on enhancing client experiences.
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 about the role and our company culture there!
How to prepare for a job interview at BNY Mellon
✨Know Your Onboarding Process
Familiarise yourself with the end-to-end onboarding delivery process. Be ready to discuss how you would break plans into 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 managed client entitlements and validated data flows in previous roles. This will show that you can hit the ground running in a tech-driven environment.
✨Communicate Effectively
Practice clear and structured communication. You might be asked to provide updates or escalate issues during the interview, so think about how you can convey complex information simply and effectively. Highlight any experience you have in influencing cross-functional teams.
✨Show Your Process Improvement Mindset
Be ready to discuss examples of how you've mapped workflows and identified automation opportunities in past roles. BNY values continuous improvement, so demonstrating your ability to enhance processes and deliver measurable efficiency gains will set you apart.
