Senior Associate, Client
3 months ago
**_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 239 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 Associate, Client Onboarding/Transitions/Conversions/KYC **to join our The EMEA Global Client Activation (GCA) team This role is located in Manchester U.K and is a Hybrid position.
**Your role**
You will be working in our team of Account & Market Activation Specialists 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.
- 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.
- Ensures client receives all necessary training or conducts the training him/herself.
- Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
- 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.
To be successful in this role, we’re seeking the following:
- Risk mindset with experience of enhancing controls
- Bachelors degree or the equivalent combination of education and experience is required.
- 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 required.
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)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score
- 100 Best Workplaces for Innovators, Fast Company
- CDP’s Climate Change ‘A List’
- Forbes Blockchain 50
Our Benefits:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
**BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.**
**Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communi
-
Private Client Senior Associate
2 days ago
Manchester, United Kingdom REALM RECRUIT Full timePrivate Client Senior Associate - HNW SpecialistWe are seeking a highly skilled and experienced Private Client Senior Associate to join our team at Realm Recruit. As a Private Client Senior Associate, you will be responsible for providing expert advice and guidance to clients on a range of private client matters, including HNW work.About the RoleProvide...
-
Private Client Senior Associate
2 days ago
Manchester, United Kingdom REALM RECRUIT Full timePrivate Client Senior Associate - HNW SpecialistWe are seeking a highly skilled and experienced Private Client Senior Associate to join our team at Realm Recruit. As a Private Client Senior Associate, you will be responsible for providing expert advice and guidance to clients on a range of private client matters, including HNW work.About the RoleProvide...
-
Private Client Senior Associate
1 month ago
Manchester, United Kingdom Idex Full timeExcellent opening to suit a talented private client senior associate with a minimum of 5 years PQE with this highly regarded firm based in Greater Manchester.There is a superb platform at this firm for an experienced private client lawyer who enjoys advising on a range of private client matters including wills, probate, trusts, tax planning, estates...
-
Senior Associate, Client Service
3 months ago
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeSenior Associate, Corporate Trust, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly % of the world’s investible assets. Every day around the globe, our ,+ employees bring the power of their perspective to the table...
-
Senior Tax Consultant for Private Clients
4 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeSenior Tax Consultant for Private Clients Employer: Hays Senior Finance Location: England Salary: Competitive, including bonus, pension, and private medical insurance Job Overview About the Firm Hays Senior Finance is a prestigious firm recognized globally in the fields of accounting and business consultancy. The firm has established a...
-
Senior Associate, Client Service
2 months ago
Manchester, United Kingdom BNY Full timeSenior Associate, Corporate Trust, Client ServiceAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create...
-
Senior Associate, Client Service
3 months ago
Manchester, United Kingdom BNY Mellon Full timeOverview Senior Associate, Treasury Services Client Service 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...
-
Senior Associate, Client Service
2 months ago
Manchester, United Kingdom BNY Mellon Full timeOverview Senior Associate, Corporate Trust, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table...
-
Senior Associate, Client
3 months ago
Manchester, United Kingdom The Bank of New York Mellon Corporation Full time**_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...
-
Private Client Senior Associate
3 months ago
Manchester, United Kingdom Idex Full timeExcellent opening to suit a talented private client senior associate with a minimum of 5 years PQE with this highly regarded firm based in Greater Manchester. There is a superb platform at this firm for an experienced private client lawyer who enjoys advising on a range of private client matters including wills, probate, trusts, tax planning, estates...
-
Senior Associate, Client Service
4 weeks ago
Manchester, United Kingdom BNY Full timeJob Description Senior Associate, Corporate Trust, Client ServiceAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the...
-
Senior Associate, Client Service
3 weeks ago
Manchester, United Kingdom BNY Full timeOverview Senior Associate, Corporate Trust, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table...
-
Private Client Senior Associate
1 month ago
Manchester, United Kingdom Idex Full timeExcellent opening to suit a talented private client senior associate with a minimum of 5 years PQE with this highly regarded firm based in Greater Manchester.There is a superb platform at this firm for an experienced private client lawyer who enjoys advising on a range of private client matters including wills, probate, trusts, tax planning, estates...
-
Private Client Senior Associate
3 months ago
Manchester, United Kingdom William James Recruitment Full time8+ PQE Private Client Solicitor - Top 100 UK law firm - £100,000 salary + excellent benefits package **About the Job** We are pleased to present this unique opportunity to join a Legal 500, nationally recognised practice based in Manchester. **Private Client - Senior Associate - up to £100,000 + Excellent Benefits Package - REF 599553LI** **The...
-
Senior Tax Manager
6 days ago
Manchester, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.Key ResponsibilitiesSupporting clients with...
-
Senior Tax Manager
2 days ago
Manchester, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.About the RoleThis is an exciting opportunity...
-
Senior Tax Manager
3 days ago
Manchester, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.About the RoleThis is an exciting opportunity...
-
Senior Associate, Client
3 months ago
Manchester, United Kingdom BNY Mellon Full timeOverview 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...
-
Corporate Associate/Senior Associate
5 days ago
Manchester, United Kingdom Taylor Root Full timeCorporate Associate/Senior Associate – ManchesterLocation: Manchester Are you a talented legal professional looking for an exciting opportunity in a leading international firm? We are currently seeking a Corporate Associate or Senior Associate with 2+ PQE to join our client’s prestigious team based in Manchester. About the Firm:With a strong global...
-
Private Client Manager
2 hours ago
Manchester, United Kingdom Hays Senior Finance Full timePrivate Client Manager Employer Location Greater Manchester, England, Manchester Salary - per annum + Market leading salaries (£40-60k DOE) Closing date 14 Oct 2024 View moreView less Sector Salary band , , Contract type Hours Where will they be working You need to or to save a job. Job Details Your new firm Join highly reputable...