Bank of America
Global Markets Client Onboarding Manager
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Job Title: Global Markets Client Onboarding Manager
Corporate Title: Vice President
Location: London, UK
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Location Overview:
Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
Job Description:
The Global Markets Equity Client Onboarding team are a fast-paced, client-facing team that owns the end-to-end onboarding experience for both new and existing clients across Equities and Prime. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all Operational, Tax, Credit, Legal, AML/KYC, and Regulatory standards. Throughout the onboarding journey, we provide clear and timely updates to both clients and internal stakeholders, keeping everyone aligned and informed. We coordinate across multiple teams to secure approvals and system setup, ensuring a seamless and efficient path to trading.
Responsibilities:
- Manage the end-to-end onboarding process for Prime Brokerage and Equity clients.
- Provide top-tier service to clients.
- 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 clients 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 client-facing role within Prime Brokerage/financial services.
- Deep understanding of the complexity of Hedge Funds, Prime Brokerage clients, and the business.
- An understanding of AML/KYC, regulatory, and documentation requirements.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organized with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Proficiency in using workflow tools and familiarity with onboarding platforms.
Skills That Will Help:
- Excellent communication skills and ability to present to a senior audience.
- Ability to communicate clearly with client C-Suite.
- 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.
- 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 the value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.
Benefits of Working at Bank of America: UK
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At Bank of America, we strive to prioritize 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.
- Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
- 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 organization 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 opportunities employer and ensure that no applicant is subject to less favorable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religious or similar philosophical belief, political opinion, color, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants, or 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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