Client Deal Services Associate

Job Description Purpose of the role

To support Wholesale Onboarding with day to day processing, reviewing, reporting, and issue resolution.

Accountabilities

Support with day to day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution.

Collaborate with clients and front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a client's KYC in line with documented policy.

Coordinate with teams across the bank to align and integrate Wholesale Onboarding processes.

Identify areas for improvement and provide recommendations for change in Wholesale Onboarding processes.

Develop and implement Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.

Develop reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.

Identify industry trends and developments to implement best practice in Wholesale Onboarding.

Participate in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.

Collaborate closely with other functions and business divisions.

Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.

Set objectives and coach employees in pursuit of those objectives; appraise performance relative to objectives and determine reward outcomes.

Demonstrate leadership behaviours: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.

As an individual contributor, lead collaborative assignments, guide team members through structured assignments, identify the need for inclusion of other areas of specialisation, and identify new directions for assignments or projects.

Consult on complex issues; provide advice to People Leaders to support the resolution of escalated issues.

Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.

Take ownership for managing risk and strengthening controls in relation to the work done.

Perform work closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub function.

Collaborate with other areas of work, and engage in complex analysis of data from multiple sources to solve problems creatively and effectively.

Communicate complex information.

Job Overview

Join us as a Client Deal Services Associate. This role sits in a newly formed Client Deal Services team, fully embedded with the Front Office Investment Bank business, supporting client outreach, document collection, onboarding case coordination, and process optimisation. The area covered will be Corporate and Investment Bank (CIB). Product knowledge is equally important as prior onboarding experience.

Qualifications

• Demonstrated experience working with CIB clients, with strong communication and stakeholder management skills.
• Good understanding of banking products and services, client onboarding and lifecycle management processes, and proven experience coordinating teams across Front Office, Operations, Product, and support functions.
• Demonstrated experience in onboarding execution, deal coordination, and client readiness in a fast paced, deadline driven environment, managing competing priorities while maintaining a robust focus on risk and control.
• Good organisational and coordination skills, with the ability to manage multiple workstreams simultaneously and ensure delivery against critical deal and client timelines.
• Demonstrated experience driving continuous improvement and business change initiatives - partnering with global teams and third party vendors to simplify processes and embed new ways of working to achieve business and operational outcomes.
• Key skills: risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, and job specific technical skills.

Location: London.