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Ops Professional MKTS - Global Markets Onboarding

Houston, Texas

Job Description:

Line of Business Position Description and Responsibilities:

The role covers onboarding and strategic account management for corporate clients across OTC derivative products within Global Markets. Provide client relationship management services within Integration for clients across products (Securities and OTC Derivatives).

Responsibilities:

  • Onboarding Manager serves as the voice of the client, enables the strategic development of the client service model and technology platforms
  • Ensure BAML is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience with BofAML, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
  • Protect existing revenue and to enable new revenue through fund on-boards and mandates won for multi-fund launches

Required Skills and Experience:

  • Presentable, confident and client focused
  • Client facing experience or ability to conduct discussions with Clients in a confident manner
  • Excellent communications skills and ability to present to an audience
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • 2 - 3 years previous experience within a client service team with particular focus on Onboarding and AML / KYC

Desired Skills and Experience:

  • 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

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Line of Business Position Description and Responsibilities:

The role covers onboarding and strategic account management for corporate clients across OTC derivative products within Global Markets. Provide client relationship management services within Integration for clients across products (Securities and OTC Derivatives).

Responsibilities:

  • Onboarding Manager serves as the voice of the client, enables the strategic development of the client service model and technology platforms
  • Ensure BAML is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience with BofAML, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
  • Protect existing revenue and to enable new revenue through fund on-boards and mandates won for multi-fund launches

Required Skills and Experience:

  • Presentable, confident and client focused
  • Client facing experience or ability to conduct discussions with Clients in a confident manner
  • Excellent communications skills and ability to present to an audience
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • 2 - 3 years previous experience within a client service team with particular focus on Onboarding and AML / KYC

Desired Skills and Experience:

  • 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

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21082768

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Meghann Fields

Referral Bonus:

0

Street Address

Primary Location:
20 GREENWAY PLZ, TX, Houston, 77046