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Client Onboarding Manager/ Co-Ordinator

Chester, , United Kingdom

Job Description:

Job Title: Client Onboarding Manager / Co-Ordinator

Corporate Title: Assistant Vice President   

Location: Chester

Role Description:

  • Management and co-ordination of a suite of onboarding cases for Market’s clients
  • Liaison with external and internal clients to meet set deadlines and go-live targets to enable trading
  • Co-ordination with internal stakeholders to deliver into the holistic end to end process management with ability to prioritise as needed
  • partnership with external vendors and exchanges to ensure connectivity and in-place quality for clients being onboarded to BofA
  • provide transparency and detailed updates to external and internal clients on progress and targets

The Team:

Client Onboarding/Client Fulfilment Management for new and existing clients onto BofA platforms. Client facing role, co-ordinating client onboards for Markets with specific focus on F&O and Bilateral asset classes.

Core Skills:

  • Experience in an Onboarding/KYC role desired to understand function
  • Client experience to ensure Voice of the Client is factored into the development of this function
  • 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, SFTR)
  • Organisational abilities, ability to work and influence globally
  • 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

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 opportunity 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: Client Onboarding Manager / Co-Ordinator

Corporate Title: Assistant Vice President   

Location: Chester

Role Description:

  • Management and co-ordination of a suite of onboarding cases for Market’s clients
  • Liaison with external and internal clients to meet set deadlines and go-live targets to enable trading
  • Co-ordination with internal stakeholders to deliver into the holistic end to end process management with ability to prioritise as needed
  • partnership with external vendors and exchanges to ensure connectivity and in-place quality for clients being onboarded to BofA
  • provide transparency and detailed updates to external and internal clients on progress and targets

The Team:

Client Onboarding/Client Fulfilment Management for new and existing clients onto BofA platforms. Client facing role, co-ordinating client onboards for Markets with specific focus on F&O and Bilateral asset classes.

Core Skills:

  • Experience in an Onboarding/KYC role desired to understand function
  • Client experience to ensure Voice of the Client is factored into the development of this function
  • 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, SFTR)
  • Organisational abilities, ability to work and influence globally
  • 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

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 opportunity 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-22087342

Band: H5

Manages People:

Manager:

Talent Acquisition Contact:

Thomas Stevens

Referral Bonus:

0

Street Address

Primary Location:
Herons Way, Chester, CH4 9FE