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Client Onboarding Manager

Chester, , United Kingdom

Job Description:

Job Title: Senior Relationship Manager II

Corporate Title: Assistant Vice President

Location: Dublin and Chester


Client onboarding manager for EMEA Bilateral Client Onboarding supporting the business expansion strategy of Global Markets. Candidate will be responsible for pipeline management and prioritisation, coordination of the end to end onboarding process, facing the client and the business. Experience of project management within a Client Onboarding role : liaising with clients and internal stakeholders across AML/KYC, Credit, Agreements and Operational setup.

Responsibilities:


• Client facing role tasked with ensuring the successful delivery of clients Onboarding requests for Markets OTC Derivative for new and existing EMEA clients
• Managing internal stakeholders in the entire Onboarding cycle (Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure overall delivery to the client within expected timeframe
• Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
• Assisting clients with requirements for the BofAML account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
• Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products

Requirements:


• Experience in an Onboarding role within Financial Services
• Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive
• Experience of OTC Derivatives (Fixed Income and Equities) and FX Products is essential. Stock Loan, Repo and F&O and OTC Clearing experience would be advantageous.
• Experience of KYC requirements and Jurisdictional Tax Requirements
• Exposure to legal contracts and regulatory requirements (incl. MIFID II, EMIR, Dodd Franck)
• Strong organisational abilities
• Commitment to high quality client service both external and internal
• Excellent communication skills, ability to show initiative and strategic and creative problem solving skills
• An entrepreneurial and analytical mindset with an ability to think commercially and prioritise competing demands under time pressure

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Bank of America:

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Job Band:

H5

Shift: 

Hours Per Week:

35

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Title: Senior Relationship Manager II

Corporate Title: Assistant Vice President

Location: Dublin and Chester


Client onboarding manager for EMEA Bilateral Client Onboarding supporting the business expansion strategy of Global Markets. Candidate will be responsible for pipeline management and prioritisation, coordination of the end to end onboarding process, facing the client and the business. Experience of project management within a Client Onboarding role : liaising with clients and internal stakeholders across AML/KYC, Credit, Agreements and Operational setup.

Responsibilities:


• Client facing role tasked with ensuring the successful delivery of clients Onboarding requests for Markets OTC Derivative for new and existing EMEA clients
• Managing internal stakeholders in the entire Onboarding cycle (Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure overall delivery to the client within expected timeframe
• Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
• Assisting clients with requirements for the BofAML account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
• Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products

Requirements:


• Experience in an Onboarding role within Financial Services
• Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive
• Experience of OTC Derivatives (Fixed Income and Equities) and FX Products is essential. Stock Loan, Repo and F&O and OTC Clearing experience would be advantageous.
• Experience of KYC requirements and Jurisdictional Tax Requirements
• Exposure to legal contracts and regulatory requirements (incl. MIFID II, EMIR, Dodd Franck)
• Strong organisational abilities
• Commitment to high quality client service both external and internal
• Excellent communication skills, ability to show initiative and strategic and creative problem solving skills
• An entrepreneurial and analytical mindset with an ability to think commercially and prioritise competing demands under time pressure

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Bank of America:

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Learn more about this role

Full time

JR-21064669

Band: H5

Manages People:

Manager:

Talent Acquisition Contact:

Ashleigh Burke

Referral Bonus:

0

Street Address

Primary Location:
Herons Way, Chester, CH4 9FE