Senior Associate, Client Onboarding/Transitions/Conversions/KYC

Senior Associate, Client Onboarding - Account and Market Activation

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Associate, Client Onboarding - Account and Market Activation to join our Enterprise Operations Utilities team. This role is located in Manchester.

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: 

• Risk mindset with experience of enhancing controls
• Coaching and training experience
• Proven organisation and prioritisation skills and ability to manage self to meet tight deadlines.

• Effective decision maker in situations of ambiguity, complexity and/or urgency

• Attention to detail.
• Financial services experience.

 Preferred qualifications:

• 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

• Proactive and uses initiative.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 Here’s a few of our recent awards: 

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.