Global Markets Client Onboarding Manager

at  Bank of America

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.

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

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