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Analyst, Client Onboarding Support - Account and Market Activation

AT BNY Mellon
BNY Mellon

Analyst, Client Onboarding Support - Account and Market Activation

Wroclaw, Poland

Overview

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 238 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.

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We're seeking a future team member for the role of Senior Analyst, Client Onboarding - Account andMarket Activation to join our EMEA Global Client Activation team. This role is located in Wroclaw, Poland.

Department Overview

The EMEA 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

Overview of the role

You will be working alongside our Client Activation Specialists in Manchester to support the account and market activities for our clients. The responsibilities of the role are broad, with the opportunity to learn and apply knowledge of the investment lifecycle and the different products, services, and global markets we offer to our clients. The team operates in a regulated environment where service level agreements must be adhered to.

In this role, you'll make an impact in the following ways:
  • Directly influence the client experience through your handling of client instructions, projects and queries to a high standard in a timely and accurate manner
  • Establish relationships with internal stakeholders involved in the client's account and market setups or the investment life cycle e.g Relationship Management, Service Directors, Credit, FX, Settlements, Cash, Contracts, KYC
  • Help clients understand the requirements, regulations, and complexities in investing in global markets, with the aim of getting them setup to trade in global markets as efficiently as possible.
  • Interpret client instructions and assist in the initial setup or ongoing maintenance of their accounts, ensuring the timely and accurate setup on our proprietary systems.
  • Play a key part in the overall success of our client's market activities that impact their accounts or market setups e.g asset conversions, mergers, acquisitions, name, changes, address changes, new fund launches.
  • Work with team members in Wroclaw and in other locations to help execute on our global strategy and improve the client experience.
  • Demonstrate understanding and awareness of market and industry events with the potential to impact client activities or their account setups.
  • Conduct regular reviews of all outstanding client requests, ensuring activities are completed in accordance with service level agreements.
To be successful in this role, we're seeking the following:

Essential skills/qualifications
  1. Proven organisation and prioritisation skills with ability to manage self to meet tight deadlines.
  2. Attention to detail.
  3. Strong client service skills.
  4. Ability to understand and to change.
  5. Proactive and uses initiative
  6. Fluent English spoken and written (min B2 level)

Preferred skills/qualifications
  1. Strong digital and IT skills, including MS Excel
  2. Ability to understand complexities.
  3. Previous experience of managing multiple, high-volume tasks.
  4. Flexibility.
  5. Financial services experience
  6. Ability to work autonomously and part of a team.

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)
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'
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 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.

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.

Client-provided location(s): Wrocław, Poland
Job ID: BNY_Mellon-41410
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program