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 continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

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 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.

A Client Success Manager (CSM) may be dedicated to a Top/Priority Client (as part of the Client Success Manager-Model) OR dedicated to a Regional Line of Business Segment (as part of the Client Success Pooled-Model)

• 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 is 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 investment banking industry
• Proficiency in MS Office tools (Excel, PowerPoint, Power BI)
• Experience in interacting with Global Clients, Transfer Agency experience is also 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

At BNY, our culture speaks for itself. Here's a few of our awards:

• America's Most Innovative Companies, Fortune, 2024
• World's Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
• "Most Just Companies", Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg's Gender Equality Index (GEI), 2023

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.