Associate Ii, Client Onboarding
1 week ago
Associate II, 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 Associate II, Client Onboarding - Account and Market Activation to join our EMEA Global Client Activation (GCA) teamteam. This role is located in Manchester, UK.
In this role, you’ll make an impact in the following ways:
- Under client direction, conduct assigned operational and client-facing activities related to client onboarding, global market documentation, and account openings/conversions for complex markets. Prepare for and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data.
- Determine the best set-up for client complex market accounts and establish or update client market accounts. Prepare documentation related to opening new market accounts once due diligence on KYC and AML has been completed.
- Escalate issues to senior colleagues/managers, front office personnel, or project managers.
- Manage the daily workflow of client documentation statuses, including new openings, conversions, and remediations.
- Assist with managing new and existing business requests by developing execution plans in coordination with functional partners.
- Work closely with and provide support for Front Office, Conversions, Relationship Management, and Account Management teams to ensure knowledge of client priorities and preferences as part of a seamless client experience.
- Role has no direct report responsibilities but may have training duties.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Relevant work experience preferred.
- Experience in client-facing or project management preferred.
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.
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