Specialist, Client Onboarding/Transitions/Conversions/KYC II

About this role

JOB DESCRIPTION

Specialist, Client Onboarding/Transitions/Conversions/KYC II

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 is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Specialist, Client Onboarding/Transitions/Conversions/KYC II to join our Global Collateral team. This role is located in Manchester

In this role, you’ll make an impact in the following ways

• Support buy-side and sell-side clients in segregating, optimizing, financing, and transforming collateral to meet their financial and operational objectives.
• Assess and determine the appropriate client account setup, while clearly communicating documentation requirements, regulatory considerations, market complexities, and industry expectations.
• Oversee the opening of new accounts following completion of KYC and AML due diligence, including review of supporting Account Opening Checklists for accuracy and delivery of client training where applicable
• Provide project management support for onboarding activities, including planning, scheduling, effort estimation, and issue/risk tracking, while ensuring timely communication of progress and escalation of potential delays or challenges.
• Take ownership of the successful execution of smaller or less complex onboarding initiatives, maintaining a strong focus on quality, efficiency, and overall client satisfaction

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.
• 1-2 years of total work experience. Preferred roles in financial services, experience in securities, client facing, or project management roles
• Demonstrated ability to manage multiple responsibilities and functions simultaneously, while balancing varying levels of complexity and urgency throughout the business day.
• Strong verbal and written communication skills, with the ability to clearly convey complex information to a broad range of stakeholders at varying levels of seniority

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.

ABOUT US

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 is all about. Join us and be part of something extraordinary.

ABOUT THE TEAM

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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