Chester, United Kingdom
Job Description
Job Title: Global Markets Client Onboarding Manager
Corporate Title: Assistant Vice Present
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‑faced 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.
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.
* Be the voice of the client, enabling the strategic development of the client service model and technology platforms.
* Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
* 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.
* Protect existing revenue and enable new revenue through onboards and mandates won for multi‑fund launches.
Requirements
* Experience in client onboarding, account management or a similar operations/client facing role within financial services.
* 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.
* Proficiency in French and/or German to support communications with clients would be beneficial.
Other Skills
* 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.
* Self‑motivated and able to work unsupervised, able to manage own time and know when to elevate issues.
* 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.
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 because of a disability or health reasons.
* 20 days of back‑up childcare including virtual tutoring and 20 days of adult‑care per annum.
* 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, specified illness cover etc.
* Use of a flex fund to use towards benefits.
* Access to free counselling through an Employee Assistance Programme and virtual GP services.
* Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution.
* Opportunity to join 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.
We are an equal‑opportunity employer. All applicants will be evaluated by skill, qualification and experience and are not subject to less favourable treatment on the basis 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, and we strive to ensure that our recruitment processes are accessible for all candidates. We encourage any candidate to let us know about any adjustment requirements. We consider qualified candidates without regard to race, religious creed, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran, disability status or any factor prohibited by law. We also prohibit discrimination on medical condition, marital status or any other factor irrelevant to performance. To view the 'Know your Rights' poster: link provided. Additionally, Bank of America is committed to a drug‑free workplace and alcohol policy. We also support an in‑office culture with flexibility and reasonable accommodations for disabilities or sincere religious beliefs. This communication only provides information about certain benefits; if there are discrepancies, official documents govern. Bank of America reserves the right to amend or terminate any benefit plan in its discretion at any time for any reason.
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