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- Tasks: Support clients in optimising and transforming collateral for financial goals.
- Company: Join BNY, a leader in financial services with a culture of excellence.
- Benefits: Competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Diverse workplace committed to equal opportunity and personal growth.
- Why this job: Make a real impact in client onboarding and project management.
- Qualifications: Bachelor’s degree and 1-2 years in financial services or project management.
The predicted salary is between 30000 - 40000 £ per year.
We’re seeking a future team member to join our Global Collateral team. This role is located in Manchester.
Responsibilities
- Support buy-side and sell-side clients in segregating, optimizing, financing, and transforming collateral to meet their financial and operational objectives.
- Assess and determine the appropriate client account setup, while clearly communicating documentation requirements, regulatory considerations, market complexities, and industry expectations.
- Oversee the opening of new accounts following completion of KYC and AML due diligence, including review of supporting Account Opening Checklists for accuracy and delivery of client training where applicable.
- Provide project management support for onboarding activities, including planning, scheduling, effort estimation, and issue/risk tracking, while ensuring timely communication of progress and escalation of potential delays or challenges.
- Take ownership of the successful execution of smaller or less complex onboarding initiatives, maintaining a strong focus on quality, efficiency, and overall client satisfaction.
Qualifications
- Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 1-2 years of total work experience. Preferred roles in financial services, experience in securities, client facing, or project management roles.
- Demonstrated ability to manage multiple responsibilities and functions simultaneously, while balancing varying levels of complexity and urgency throughout the business day.
- Strong verbal and written communication skills, with the ability to clearly convey complex information to a broad range of stakeholders at varying levels of seniority.
Benefits
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.
Specialist, Client Onboarding/Transitions/Conversions/KYC II in Manchester employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Specialist, Client Onboarding/Transitions/Conversions/KYC II in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. We recommend practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you'll feel when it’s time to shine!
✨Tip Number 3
Follow up after your interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from your conversation to make it personal and memorable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals to join our team, so make sure you put your best foot forward!
We think you need these skills to ace Specialist, Client Onboarding/Transitions/Conversions/KYC II in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Specialist, Client Onboarding/Transitions/Conversions/KYC II. Highlight relevant experience in financial services and any project management roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your strong communication skills and ability to manage multiple responsibilities.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to support clients and manage onboarding processes. We love seeing quantifiable results, so if you’ve improved efficiency or client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at BNY
✨Know Your KYC
Make sure you brush up on your knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Being able to discuss these topics confidently will show that you understand the core responsibilities of the role and can communicate effectively about compliance requirements.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed projects or onboarding processes. Highlight your ability to plan, schedule, and track issues, as this is crucial for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Communicate Clearly
Since the role involves conveying complex information to various stakeholders, practice articulating your thoughts clearly and concisely. You might want to do a mock interview with a friend or family member to refine your communication skills and ensure you can explain intricate concepts in simple terms.
✨Understand Client Needs
Research the types of clients you’ll be working with and their specific needs regarding collateral management. Being able to demonstrate an understanding of both buy-side and sell-side client objectives will set you apart and show that you're ready to hit the ground running.