Pracodawca zakończył zbieranie zgłoszeń na tę ofertę

Analyst - Client Onboarding Support - Account and Market Activation

BNY Mellon Poland

  • Wrocław

    Wrocław, Lower Silesia
  • offer expired 3 months ago
  • contract of employment
  • full-time
  • specialist (Mid / Regular)
  • full office work, hybrid work
  • Immediate employment
  • remote recruitment

Your responsibilities

  • Directly influence the client experience through your handling of client instructions, projects and queries to a high standard in a timely and accurate manner

  • Establish relationships with internal stakeholders involved in the client’s account and market setups or the investment life cycle e.g Relationship Management, Service Directors, Credit, FX, Settlements, Cash, Contracts, KYC

  • Help clients understand the requirements, regulations, and complexities in investing in global markets, with the aim of getting them setup to trade in global markets as efficiently as possible

  • Interpret client instructions and assist in the initial setup or ongoing maintenance of their accounts, ensuring the timely and accurate setup on our proprietary systems

  • Play a key part in the overall success of our client’s market activities that impact their accounts or market setups e.g asset conversions, mergers, acquisitions, name, changes, address changes, new fund launches

  • Work with team members in Wroclaw and in other locations to help execute on our global strategy and improve the client experience

  • Demonstrate understanding and awareness of market and industry events with the potential to impact client activities or their account setups

  • Conduct regular reviews of all outstanding client requests, ensuring activities are completed in accordance with service level agreements

Our requirements

Essential skills/qualifications

1. Proven organisation and prioritisation skills with ability to manage self to meet tight deadlines.

2. Attention to detail.

3. Strong client service skills.

4. Ability to understand and to change.

5. Proactive and uses initiative

6. Fluent English spoken and written (min B2 level)

Preferred skills/qualifications

1. Strong digital and IT skills, including MS Excel

2. Ability to understand complexities.

3. Previous experience of managing multiple, high-volume tasks.

4. Flexibility.

5. Financial services experience

6. Ability to work autonomously and part of a team.


  • sharing the costs of sports activities

  • private medical care

  • sharing the costs of foreign language classes

  • sharing the costs of professional training & courses

  • life insurance

  • remote work opportunities

  • dental care

  • retirement pension plan

  • saving & investment scheme

  • no dress code

  • coffee / tea

  • leisure zone

  • kindergarten / nursery

  • employee referral program

  • charity initiatives

Recruitment stages

Application to the system


On-line Interview


Feedback within 2 weeks

Department Overview

The EMEA Global Client Activation (GCA) team, part of our Enterprise Operations Utilities group, is responsible for opening and amending accounts and markets for all our clients and investment managers across EMEA. The team in EMEA is made up of over 50 individuals based in Manchester, Wroclaw, and Brussels in addition to colleagues in Singapore and the US. We liaise with Clients, Investment Managers, Relationship Managers, Credit Risk, Contracts, KYC and many other internal stakeholders as part of the onboarding and trade lifecycle. We play a critical role in our clients’ experience through our daily interactions and ensuring our client’s activities are taken care of accurately and timely in respect of their account and market setups

Overview of the role

You will be working alongside our Client Activation Specialists in Manchester to support the account and market activities for our clients. The responsibilities of the role are broad, with the opportunity to learn and apply knowledge of the investment lifecycle and the different products, services, and global markets we offer to our clients. The team operates in a regulated environment where service level agreements must be adhered to.

BNY Mellon Poland

For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. We power individuals and institutions to succeed in the global economy providing investment management, investment services and wealth management. With a dedicated business presence on six continents and in 35 countries, BNY Mellon delivers global scale at the local level. The Global Delivery Centre in Wroclaw is a growing location, predominately providing support services to BNY Mellon entities in the areas of fund accounting, investment operations and technology. Our organizational culture stands on solid values – Integrity, Strength in Diversity, Passion for Excellence and Courage to Lead. Our guiding principles drive us to always do what’s right, helping everyone feel included on the way, to take the risks necessary to lead and get things done.

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