At a Glance
- Tasks: Lead client onboarding by managing tasks, coordinating teams, and enhancing client experience.
- Company: Join BNY, a leading financial services firm with a commitment to diversity and inclusion.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Dynamic role with opportunities for growth in a supportive environment.
- Why this job: Make a real difference in client experiences while developing your project management skills.
- Qualifications: Experience in project execution, stakeholder management, and a passion for process improvement.
The predicted salary is between 50000 - 65000 € per year.
Location: 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.
Qualifications:
- 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.
Benefits:
BNY offers highly competitive compensation, benefits, and wellbeing programs. You will have access to flexible global resources and tools to support your health, resilience, and financial goals, along with generous paid leaves, including paid volunteer time. BNY is an Equal Employment Opportunity/Affirmative Action Employer.
Senior Specialist, Client Onboarding in Manchester employer: BNY
At BNY, we pride ourselves on being an exceptional employer, offering a dynamic work culture in Manchester that fosters collaboration and innovation. Our commitment to employee growth is evident through our comprehensive benefits package, including competitive compensation, flexible wellbeing resources, and generous paid leave, ensuring that our team members can thrive both personally and professionally. Join us to be part of a forward-thinking organisation that values your contributions and supports your career development in the wealth management sector.
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 your connections in the industry and let them know you're on the hunt for a Senior Specialist role. A personal recommendation can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client onboarding and project management. We suggest you also have some examples ready that showcase your experience with cross-functional teams and process improvements.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the position.
✨Tip Number 4
Check out our website for job openings and apply directly through us! We often have exclusive listings that might not be found elsewhere, so make sure you don’t miss out on your dream job.
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 onboarding processes, project management, and stakeholder communication to show us you’re the perfect fit!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that align with the responsibilities mentioned in the job description. We love seeing how you’ve tackled challenges and improved processes.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and structure your thoughts logically. This will help us easily understand your qualifications and how you can contribute to our team.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at BNY
✨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 Savvy
Brush up on your knowledge of onboarding platforms and document management systems. Be prepared to talk about your experience with data flow validation and defect handling. This will show that you can hit the ground running in a tech-driven environment.
✨Communicate Like a Pro
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Prepare examples of how you've influenced cross-functional teams in the past, as this will highlight your stakeholder management skills.
✨Show Your Process Improvement Mindset
Think of specific instances where you've mapped workflows or identified automation opportunities. Be ready to discuss how you’ve removed friction in processes and delivered measurable efficiency gains. This will demonstrate your proactive approach to continuous improvement.
