Overview

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Senior Analyst, Client Onboarding - Account and Market Activation to join our EMEA Global Client Activation team. This role is located in Wroclaw, Poland - HYBRID. 

Official contract tittle: "Senior Analyst, Client Onboarding/Transitions/Conversions/Know Your Client"

Department Overview

The EMEA Global Client Activation (GCA) team, part of our Enterprise Operations Utilities group, is responsible for opening and amending accounts and markets for all our clients and investment managers across EMEA. The team in EMEA is made up of over 50 individuals based in Manchester, Wroclaw, and Brussels in addition to colleagues in Singapore and the US. We liaise with Clients, Investment Managers, Relationship Managers, Credit Risk, Contracts, KYC and many other internal stakeholders as part of the onboarding and trade lifecycle. We play a critical role in our clients’ experience through our daily interactions and ensuring our client’s activities are taken care of accurately and timely in respect of their account and market setups

Overview of the role

You will be working in our team of Account & Market Activation Specialists primarily based in Manchester with an assigned client base. You will oversee and coordinate your clients account and market activation activities, assist in day-to-day queries in relation to the products, services and global markets we offer to our clients, and adhere to service level agreements in a highly regulated environment.

In this role, you’ll make an impact in the following ways:

• Take full responsibility for a client base and act as the link between the client / RM and the various operational areas of the firm.
• Act as the lead point of contact on behalf of Client Activation when working directly with clients to execute on their account and market initiatives e.g asset conversions, mergers/acquisitions, name/address changes, new fund launches.
• Maintains an awareness of ongoing global projects with the potential to impact the group, engages in those with a potential to impact our role and uses that knowledge in co-ordinating and leading business change.
• Interpret client instructions and assist in the completion of necessary documentation to ensure that the static data is accurately set up on all proprietary systems.
• Conduct an in-depth regular reviews of all outstanding items ensuring activities are completed in accordance with service level agreements.
• Build and maintain excellent client relationships to provide a best-in-class client experience and help grow the department and client business.
• Develop a full understanding of an individual client’s structure and requirements to ensure a tailored service when engaging with clients around their account and market setups.
• Use and expand knowledge of the products, services and global markets offered to our clients to simplify the understand and setup process for our clients.

To be successful in this role, we’re seeking the following:

• Proven organisation and prioritisation skills and ability to manage self to meet tight deadlines.
• Attention to detail.
• Strong client service skills.
• Ability to understand complexities.
• Proactive and uses initiative
• Fluent English spoken and written (min B2 level)

Preferred qualifications (nice to have):

• Strong digital and IT skills, including MS Excel
• Previous experience of managing multiple, high-volume tasks.
• Flexibility.
• Ability to understand, adapt and drive change initiatives.
• Financial services experience
• Proactive and uses initiative.

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)

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP’s Climate Change ‘A List’

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: bnymellon.com/careers.