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Vice President, Client Onboarding Specialist
2 months ago
We are seeking a highly skilled and experienced Vice President to join our Middle Office, Account Onboarding team in Manchester, UK. This role will be working in a hybrid capacity, with a focus on onboarding clients into our system, driving and executing internal testing, and handling conversions to the system.
Key Responsibilities- Independently onboard clients into the system, drive and execute internal testing, execute client joint testing, and handle conversions to the system.
- Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience.
- Provides consultative support of complex situations for internal and external clients.
- Provides leadership and recommendations for onsite client support and onboarding.
- Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation.
- Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
- Leads large complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
- Possible direct reports; acts as a Team Lead and provides guidance to less experienced colleagues.
- Responsible for large complex, mature and/or global clients or more complex platforms; contributes to the achievement of team and area objectives.
- Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- Experience in securities, financial services or client-facing or project management roles preferred.
- Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is a leading global financial services company with a rich history and industry firsts. We offer an exciting array of future-forward careers at the intersection of business, finance, and technology. Our inclusive culture speaks for itself, with awards such as Fortune World's Most Admired Companies & Top for Diversity and Inclusion, Bloomberg's Gender Equality Index (GEI), and Human Rights Campaign Foundation, % score Corporate Equality Index.
We offer 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.
