BNY Mellon Careers

Client Onboarding Project Planner

Liverpool, United Kingdom

Job Description


·         Support the On-boarding Lead and deputise for him/her when absent

·         Responsible for creating and maintaining the on-boarding project plan, resource plan, risk & issue log and actions log

·         Ensure audit trail is documented

·         Leads project planning and control activities, such as project reporting, planning, issue/risk tracking, resource estimation.

·         Reports and escalates project issues as needed

·         Works with all required functions to plan, track and execute onboarding projects

·         Maintains and controls communication strategy(ies)

·         Contributes to the achievement of team objectives




  • Develop and maintain effective relationships with clients, both internally and externally.
  • Co-ordinate and lead workshops both internally and externally
  • Strong background on Project Management. Prince2 certified is preferable
  • Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential
  • Strong written and communication skills
  • Excellent working knowledge of Microsoft Suite application, especially Excel, PowerPoint, Project and Visio
  • Flexibility to adapt to meet clients’ needs
  • Ability to cope with heavy workload by prioritising
  • Client facing experience would be advantageous

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Merseyside-Liverpool
Job: Operations
Internal Jobcode: 70085
Organization: Pershing International-HR16947
Requisition Number: 1817490