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Implementation Analyst - Client Transition Operations

AT BNY Mellon
BNY Mellon

Implementation Analyst - Client Transition Operations

Liverpool, United Kingdom

Overview

Ensures execution of the operational and system configuration activities related to client transitions to/from organisation products and services (onboarding, offboarding, service expansion/contraction.) Liaison between development, operations, and product owners, be a subject matter expert on system configurations, and participate in requirement reviews for development projects that impact configurations.

Under moderate direction, conducts and/or organises all operational and data analysis activities related to an assigned client transition. Analyses, reconciles and reviews incoming or outgoing data for accurate transition to platform. Scope of client transitions are usually small and less complex. May assist a more senior staff member on large or complex transitions to improve depth of knowledge and subject matter expertise.

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Primary Responsibilities
  • Co-ordinates all on-boarding activities, including client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, asset acceptance reviews, data transfer, coordination with third-parties, etc
  • Main point of contact for Client Firm queries
  • Manages static data and data transfer
  • Identifies and works with Operational SME's as required
  • Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions.
  • Responsible for small to medium size on/off boarding projects
  • Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review.
  • Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
  • Participates in communications with internal and external stakeholders.
  • At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support.
  • Contributes to the achievement of team objectives
Required Skills and Attributes
  • Develop and maintain effective relationships with clients, both internally and externally.
  • Co-ordinate and lead workshops both internally and externally
  • Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential
  • Experience/background in financial operations is preferred.
  • Strong written and communication skills
  • Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet
  • Knowledge of Front office systems, i.e. Bloomberg, Fidessa and Pro-Quote etc.
  • Flexibility to adapt to meet clients' needs
  • Ability to cope with heavy workload by prioritising
  • Project Management experience would be an advantage
  • Client facing experience required
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Client-provided location(s): Liverpool, UK
Job ID: BNY_Mellon-31772
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program