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Global Markets Client Onboarding Manager

Chester, , United Kingdom

Job Description:

Job Title: Global Markets – Client Onboarding Manager

Corporate Title: VP

Location: Chester

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Location: Chester

Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career.

Role Description:

The Global Markets Client Onboarding team are a client-facing team that manage the onboarding process for new & existing clients.  We work with the Sales & Trading desks to determine the scope of the onboarding request, and then we work with the client to gather all required documentation to meet our Tax, Credit, Legal & KYC requirements.  We then coordinate with all of the internal teams to obtain their approvals, and we complete the setups that enable to client to commence trading. 

Responsibilities Include:

  • You will be the voice of the client, enables the strategic development of the client service model and technology platforms
  • You will participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • You will ensure Bank of America is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
  • You will protect existing revenue and enable new revenue through fund on-boards and mandates won for multi-fund launches

What we are looking for:

  • You will have on-boarding experience (asset managers, hedge funds, or other client types)
  • You will have working knowledge of AML / KYC and Regulatory requirements for client on-boarding
  • You will be presentable, confident and client focused.
  • You will have client facing experience or ability to conduct discussions with Clients in a confident manner
  • You will manage client pipeline and will be facing off with Senior Sales Partners, Managing KYC pipeline, and looking for inefficiencies in the end-to-end onboarding process.  

Additional Skills:

  • 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. Able to manage own time and know when to escalate

Benefits of working at Bank of America


  • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
  • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
  • 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
  • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
  • Use of a flex fund to use towards benefits
  • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
  • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
  • Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
  • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment are 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.

Learn more about this role

Full time


Manages People: