Bank of America
Global Markets Client Onboarding Manager
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Job Title: Global Markets Client Onboarding Manager
Corporate Title: Up to Vice President
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 Overview:
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:
This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.
Responsibilities:
- Manage the end-to-end onboarding process for institutional clients across various lines of business.
- Act as the primary point of contact for clients during onboarding, delivering a timely and compliant client onboarding experience.
- Liaise with internal teams, including Sales, Trading, Legal, Credit, AML/KYC and Operations to ensure all onboarding requirements are met efficiently.
- Monitor and communicate onboarding progress with key stakeholders, proactively addressing roadblocks or delays.
- Ensure data accuracy and system readiness to enable client for trading upon completion of onboarding.
- You will be the voice of the client, enabling 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 onboarding/integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class onboarding.
- You will protect existing revenue and enable new revenue through onboards and mandates won for multi-fund launches.
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What we are looking for:
- Experience in client onboarding, account management or a similar operations/client facing role within financial services.
- An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.
Skills that will help:
- Excellent communications skills and ability to present to a senior 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.
- Proficiency in French and/or German to support communications with clients would be beneficial.
- Self-motivated and able to work unsupervised.
- Able to manage own time and know when to escalate.
- Strives to bring new thoughts and ideas to teams 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.
- 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.
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Benefits of working at Bank of America
UK
At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
- 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
- We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs 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, cycle to work etc.
- Use of a flex fund to use towards benefits
- Access to an emotional wellbeing helpline, and virtual GP services
- Access to the Peppy App which provides 1:1 support, consultations and resources relating to men’s health, women’s health, fertility, menopause and pregnancy & parenthood
- Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm
- 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 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 mindset 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.
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