Senior Analyst, Client Onboarding – Control Specialist

Overview

Department Overview

The Global Client Activation (GCA) team, part of our Enterprise Operations Utilities group, is responsible for opening and amending accounts and markets for all our clients and investment managers across EMEA. The team in EMEA is made up of over 50 individuals based in Manchester, Wroclaw, and Brussels in addition to colleagues in Singapore and the US. We liaise with Clients, Investment Managers, Relationship Managers, Credit Risk, Contracts, KYC and many other internal stakeholders as part of the onboarding and trade lifecycle. We play a critical role in our clients’ experience through our daily interactions and ensuring our client’s activities are taken care of accurately and timely in respect of their account and market setups

Your role

You will be working in our team of Control Specialists in Manchester who are responsible for oversight and authorisation of client instructions adhering at all times to manage market and regulatory changes. The responsibilities of the role are broad with scope to evolve.

Primary areas of responsibility:

• Develop a full understanding of an individual client’s requirements in relation to the establishment of new accounts.
• Interpret client instructions and perform quality checks to complete necessary documentation to ensure that the static data is accurately set up on all Bank systems.
• Conduct in-depth regular review of our existing processes to identify opportunities to improve control environment and key process improvements resulting in a reduction in reworks. Focusing on building a “right first time” culture across the department.
• Develops a thorough understanding of the various processes across the group including regional specifics and up and downstream impacts, delivers projects with both a local and harmonised approach as needed.
• 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.
• Working with all Global teams in Client Activation and various operational areas to have a direct impact on the client experience with service quality, timeliness and accuracy being key elements of the role.

Essential qualifications

1. Risk mindset with experience of enhancing controls
2. Coaching and training experience
3. Proven organisation and prioritisation skills and ability to manage self to meet tight deadlines.
4. Effective decision maker in situations of ambiguity, complexity and/or urgency
5. Attention to detail.
6. Financial services experience.

Preferred qualifications

1. Strong digital and IT skills, including MS Excel
2. Previous experience of managing multiple, high-volume tasks.
3. Flexibility.
4. Ability to understand, adapt and drive change initiatives
5. Proactive and uses initiative.

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 communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.