Senior Specialist, Client Enablement
Location: Manchester. Job title in the contract: Senior Specialist, Client Onboarding
Responsibilities
* Execute end-to-end onboarding delivery: break plans into tasks, run stand‑ups, track progress, and maintain RAID with clear owners and ETAs.
* Configure and validate setups: manage documentation (KYC/tax/legal), set client entitlements, test integrations/data feeds, and ensure cutover readiness.
* Coordinate cross‑functional teams: align Sales/Coverage, Operations, Technology, Risk, and vendors; secure approvals and sign‑offs at each checkpoint.
* Drive client experience: run intake and readiness calls, translate requirements into configurations, provide proactive updates, and capture feedback.
* Continuously improve processes: standardize workflows, update playbooks/runbooks, identify automation opportunities, and reduce cycle time and rework.
Qualifications
* Project/program execution: task management, RAID discipline, status reporting, risk mitigation; familiarity with Agile/Waterfall and dashboards.
* Systems and data literacy: onboarding platforms, document management, entitlements, data flow validation; defect handling and retesting.
* Stakeholder management and communication: clear written/verbal updates, structured escalations, and ability to influence cross‑functional teams.
* Wealth domain knowledge: client segments, products, account structures, documentation requirements, and service expectations.
* Process improvement mindset: mapping workflows, removing friction, applying controls, and delivering measurable efficiency and client experience gains.
Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs. You will have access to flexible global resources and tools to support your health, resilience, and financial goals, along with generous paid leaves, including paid volunteer time.
BNY is an Equal Employment Opportunity/Affirmative Action Employer.
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