Trwa ładowanie. Prosimy o chwilę cierpliwości.
BNY Mellon (Poland) Sp. z o.o.
Data aktualizacji: 2022-10-05
Wrocław, dolnośląskie
Data aktualizacji: 2022-10-05 Aplikuj
Manager, Client Onboarding/Transitions/Conversions/Know Your Client

Manager, Client Onboarding/Transitions/Conversions/Know Your Client


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.

Department/Team overview

The KYC Team manages onboarding set-up, transitions, conversations and opening and closing of accounts and may provide ongoing support and day-to-day servicing to meet client needs post-implementation.

Working hours – Need to have the time coverage as per the EMEA shift since support will be provided to EMEA. Occasional requirements to extend support in completing urgent deliverables, if any.

Your role

  • Manage a team responsible for supporting client onboarding/transition/conversion projects.
  • Manage the performance of assigned staff
  • Coach and guide on project management
  • Manage a team of support staff and professionals, including coaching, performance management and resource allocation.
  • Develop and oversee the achievement of team objectives.
  • May manage financial resources (e.g., budgets, expenses, etc.).
  • Focus is on daily, short-term goal achievement.                   

(Includes percentage of time spent over an average month or year on each responsibility –
minimum percentage 10%)

Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. May research, develop and establish methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.


Guides team in activities that align to team, area and functional objectives. Contributes to the development of team standard operating procedures.


Tracks and reports on results and outcomes for assigned team. Provides reports on team metrics and dashboards and follows resource allocation guidelines.


Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation.


Supports onboarding/transitions/conversions team with integrating activities with the  necessary teams in other parts of the business, such as product, technology or client service teams.


Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.



  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 5-7 years of total work experience and at least 1 year of management experience preferred. 
  • Applicable local/regional licenses or certifications as required by the business.  

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)

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: