Specialist, Client Onboarding/Transitions/Conversions/KYC II

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 #Life AtBNY 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

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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.