Senior Associate, Enterprise Onboarding Platform Client Success Manager

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SENIOR ASSOCIATE, ENTERPRISE ONBOARDING PLATFORM CLIENT SUCCESS MANAGER

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.

We're seeking a future team member for the role of Senior Associate, Enterprise Onboarding Platform Client Success Manager to join our Client Success Team. This role is located in Manchester (hybrid).

Overview:

The Enterprise Onboarding Platform's CSM provides Clients with a single point of contact for transparency in New Business Onboarding, Maintenance Escalations, and Prioritized Service Requests. The CSM may partner with a Service Director and/or a Client Implementation Manager as part of a Client Success Team, to support BNY's aligned external messaging in Client Engagements.

• In the Client Success Manager-Model, the CSM is supported by a dedicated ringfence of experts in Contracts, KYC, Client/Account Activation, and/or TA Production Leads who execute their Internal Milestones toward Completion.
• In the Client Success Pooled-Model, the CSM works closely with Global KYC New Business and engages with Business Areas that support Contracts and Client/Account Opening for the applicable Line of Business Segment where New Business has been initiated, coordinating the Completion of Onboarding activities.

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

• Establishing, attending, proactively preparing for client-engagement meetings.
• Monitoring prioritized deliverables among dedicated pods, ringfenced Experts.
• Maintaining transparency across event lifecycle.
• Facilitating coordination around escalations.
• Ensuring commercial client-responses in instances of escalations & BAU sensitivity.

To be successful in this role, we're seeking the following:

• Bachelor's degree or higher or the equivalent combination of education and experience is required.
• Relevant experience within the investment banking industry.
• Proficiency in MS Office tools (Excel, PowerPoint, Power BI).
• Experience in interacting with Global Clients; Transfer Agency experience is preferred.
• Proactive, agile, focused attitude towards work and an ability to consistently meet stringent deadlines.
• Know Your Customer (KYC) and Anti Money Laundering (AML) experience is preferred.
• Client issue handling and resolution experience is preferred.

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.