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 #LifeAtBNY 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.
Skills Required
- Bachelor's degree or equivalent experience
- 1-2 years of work experience in financial services
- Strong verbal and written communication skills
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
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Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
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Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
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Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
