Onboarding & KYC Specialist — Client Transitions
Onboarding & KYC Specialist — Client Transitions

Onboarding & KYC Specialist — Client Transitions

Full-Time 35000 - 45000 £ / year (est.) No home office possible
BNY

At a Glance

  • Tasks: Support clients with onboarding and KYC processes while managing multiple projects.
  • Company: Join BNY, a leading financial services firm with a global presence.
  • Benefits: Enjoy competitive pay, generous leave, and great benefits.
  • Other info: Dynamic role with opportunities for growth in a collaborative environment.
  • Why this job: Make a difference in client transitions and enhance your project management skills.
  • Qualifications: Bachelor’s degree and experience in financial services required.

The predicted salary is between 35000 - 45000 £ per year.

BNY is seeking a Specialist for Client Onboarding/Transitions/Conversions/KYC II to join their Global Collateral team in Manchester. This role involves supporting clients in managing collateral, overseeing new account openings post KYC, and providing project management for onboarding activities.

Candidates should have:

  • A Bachelor’s degree
  • Relevant experience in financial services
  • Strong communication skills
  • The ability to manage multiple responsibilities concurrently

BNY offers competitive compensation and benefits, including generous paid leave.

Onboarding & KYC Specialist — Client Transitions employer: BNY

At BNY, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation within our Global Collateral team in Manchester. Employees benefit from competitive compensation, generous paid leave, and ample opportunities for professional growth, making it a rewarding environment for those looking to advance their careers in financial services.
BNY

Contact Detail:

BNY Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Onboarding & KYC Specialist — Client Transitions

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Prepare for those interviews by researching BNY and their Global Collateral team. Understand their values and how they operate, so you can show them you're not just a fit for the role, but for the company culture too.

Tip Number 3

Practice your communication skills! Since this role involves supporting clients, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online resources to sharpen your responses.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team at BNY.

We think you need these skills to ace Onboarding & KYC Specialist — Client Transitions

Client Onboarding
KYC (Know Your Customer)
Project Management
Financial Services Experience
Communication Skills
Multitasking
Collaboration
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Onboarding & KYC Specialist role. Highlight your relevant experience in financial services and any project management skills you have. We want to see how your background aligns with 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 client onboarding and KYC processes. We love seeing candidates who can communicate their enthusiasm and fit for the role.

Showcase Your Communication Skills: Since strong communication is key for this role, make sure to demonstrate your ability to convey information clearly in your application. Whether it's through your CV or cover letter, let us see your communication prowess!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application 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 KYC Basics

Make sure you brush up on your knowledge of Know Your Customer (KYC) regulations and processes. Being able to discuss how KYC impacts client onboarding will show that you understand the role's core responsibilities.

Showcase Your Project Management Skills

Prepare examples from your past experiences where you've successfully managed multiple projects or tasks simultaneously. Highlighting your organisational skills will demonstrate your ability to handle the demands of the role effectively.

Communicate Clearly and Confidently

Since strong communication skills are essential for this position, practice articulating your thoughts clearly. Consider doing mock interviews with a friend to refine your responses and ensure you convey your ideas confidently.

Research BNY and Their Global Collateral Team

Familiarise yourself with BNY's values, mission, and recent developments in their Global Collateral team. This knowledge will not only help you tailor your answers but also show your genuine interest in the company and the role.

Onboarding & KYC Specialist — Client Transitions
BNY

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