Global Markets Client Onboarding Manager

Job Title

Global Markets Client Onboarding Analyst

Officer

Chester, United Kingdom

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!

The Global Markets Client Onboarding team is a client‑facing team that manages the onboarding process for new and 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 a client to commence trading.

• 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 fund on‑boards and mandates won for multi‑fund launches

• On‑boarding experience (asset managers, hedge funds, or other client types)
• Working knowledge of AML / KYC and regulatory requirements for client onboarding
• Presentable, confident and client focused
• Client‑facing experience or ability to conduct discussions with clients in a confident manner
• Manage client pipeline and will be facing off with Senior Sales Partners, managing the KYC pipeline, and looking for inefficiencies in the end‑to‑end onboarding process

• 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
• 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

• 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 backup childcare including virtual…