Temat tygodnia
Wywiad z Wojciechem Ruśkiewiczem, Managerem w dziale Doradztwa Podatkowego Deloitte.
Trwa ładowanie. Prosimy o chwilę cierpliwości.
BNY Mellon (Poland) Sp. z o.o.
Data aktualizacji: 2021-04-08
Wrocław, dolnośląskie
Data aktualizacji: 2021-04-08 Aplikuj
Team Lead, Client Onboarding/Transitions/Conversions/KYC
BNY Mellon powers individuals and institutions to succeed in the global economy providing investment management, investment services and wealth management. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).

With a dedicated business presence on six continents and in 35 countries, BNY Mellon delivers global scale at the local level.

The Global Delivery Centre in Wroclaw is a growing location, predominately providing support services to BNY Mellon entities in the areas of fund accounting and investment operations.
Team overview
The Client Activation team is responsible for opening and amending accounts for all our clients.  The team consists of up to 40 individuals based in Poland and, with colleagues based across EMEA, APAC and in the US. The team is the focal point for ensuring accurate and timely set-up of all new and existing client accounts, markets and static data. The team liaises with client facing colleagues and other internal areas to meet our client commitments and service level agreements.
Your role
  • Helping our clients open and maintain their accounts and market setups in adherence with our service level agreements and regulatory requirements.
  • Acting as the link between our client facing colleagues and various operational areas of BNYM.
  • Enriching client instructions and complete the necessary documentation to ensure that client accounts are opened and the static data is accurately set up on all BNYM systems.
  • Maintaining oversight of all outstanding items to ensure activity is completed in accordance to service level agreements.
  • Demonstrating understanding of the various regulations applicable to the role and the associated control framework to ensure ongoing adherence.
  • Building knowledge of all areas of BNYM products, services and global markets in order to be able to add value when enriching client instructions.
  • Quickly adapting to market, procedure and regulatory change to prevent any negative impact to service level agreements.


  • People management experience - min. 1 year
  • Total work experience in financial sector within similar area min. 3-5 years
  • Strong attention to detail
  • Excellent team work skills
  • Ability to use initiative and 'connect the dots'
  • Strong IT skills including MS Excel
  • Proven organisation skills and ability to handle high volumes with tight deadlines
  • Fluent English

Our offer  

  • Full time contract of employment
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
  • Pension scheme
  • On-site childcare and a parental buddy programme
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programmes
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)