Junior Project Lead, Onboarding Specialist

4 weeks ago

Liverpool, Liverpool, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full time
About the Role

We are seeking a highly skilled Junior Project Lead to join our Pershing Onboarding team at The Bank of New York Mellon Corporation. As a key member of our team, you will be responsible for leading project management activities for onboarding, transitions, and conversions, ensuring seamless client experiences and meeting all compliance, legal, and regulatory requirements.

Key Responsibilities
  • Lead project management activities for onboarding, transitions, and conversions, including reporting, planning, issue/risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
  • Main point of contact for Client Firm queries and work with Operational SMEs as required.
  • Conduct pre-transition testing and quality review of products/solutions; advise clients on corrective actions.
  • Responsible for small to medium-sized on/offboarding projects.
  • Ensure clients have submitted/provided all required documentation and files; provide quality review of submissions. Coordinate with business or data analysts for data file and business requirement review.
  • Work closely with and provide support for Transition Consulting, Relationship Management, and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
  • Participate in communications with internal and external stakeholders.
  • At transition completion, brief the client services and/or account management team on operational activities relevant for ongoing, long-term support.
  • Contribute to the achievement of team objectives.
  • Support complex conversion activities related to a mix of complex institutional client relationships requiring in-depth understanding of custody and accounting processing activities.
  • Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
  • Marshal firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed.
  • Ensure onboarding/transition/conversion activities meet all compliance, legal, and regulatory requirements.
  • May facilitate legal negotiation or document review. Participate in UAT, onboarding, and fault resolution.
  • Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience.
  • Under minimal direction, onboard clients into the system, open and close accounts, and handle transitions and conversions to the system.
  • Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
  • Obtain and review the appropriate documentation and reference data and ensure regulatory aspects of AML and KYC are completed prior to opening accounts.
  • Work directly with clients to access documentation requirements and reference data. May be responsible for onsite client support and training to assist with documentation, quality review, and submission of documents.
  • Ensure clients receive all necessary training.
  • Identify significant gaps or quality issues in transition processes and make recommendations for improvement.
  • No direct reports.
  • Allocate work to and monitor the work quality of others assigned to the client.
  • Suggest process improvements based on post-incident reviews.
  • Contribute to the achievement of team and area objectives.
  • Experience/background in financial operations is preferred.
  • Strong written and communication skills.
  • Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet.
  • Knowledge of Front office systems, Objectway, Pershing Nexus & Nx.
  • Flexibility to adapt to meet clients' needs.
  • Ability to cope with heavy workload by prioritizing.
  • Project Management experience would be an advantage.
  • Client-facing experience required.
  • Bachelor's degree or the equivalent combination of education and experience is required.
About Us

The Bank of New York Mellon Corporation is a leading global financial services company that empowers its employees to grow and succeed. Our culture is built on a strong foundation of excellence, innovation, and inclusion. We are committed to creating a workplace where our employees can thrive and make a meaningful impact.

Benefits

We offer highly competitive compensation, benefits, and wellbeing programs that support our employees' physical, emotional, and financial well-being. Our benefits include flexible global resources and tools, access to wellbeing programs, and generous paid leaves to support our employees and their families through life's journey.

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