Global Markets Client Onboarding Manager

Job Title

Global Markets Client Onboarding Manager (Corporate Title: Up to Vice President)

Location

Chester, UK

Company Overview

Bank of America aims to help make financial lives better through the power of every connection. The company prioritises responsible growth, diversity, and an inclusive workplace.

Responsibilities

• Coordinate and manage end to end onboarding process for institutional clients across all lines of business.
• Act as primary point of contact during onboarding, delivering a timely and compliant client experience.
• Liaise with Sales, Trading, Legal, Credit, AML/KYC, and Operations to ensure all requirements are met efficiently.
• Monitor and communicate progress with key stakeholders, proactively addressing roadblocks or delays.
• Ensure data accuracy and system readiness to enable clients to trade upon completion of onboarding.
• Advocate for the client voice, enabling 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.
• Protect existing revenue and enable new revenue through onboardings 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 integration, 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 workflow tools and familiarity with onboarding platforms is a plus.

Skills

• Strong communication and presentation skills for senior audiences.
• Application of legal structures and forms in relevant situations.
• Clear and confident oral communication.
• Ability to work under pressure in a team environment.
• Prioritisation of tasks to meet deadlines and business needs.
• Ability to liaise with all levels of the firm and with people of diverse experience.
• Proficiency in French and/or German - beneficial.
• Self motivated, able to work unsupervised and manage own time, knowing when to escalade.
• Attention to detail and a drive to bring new ideas to teams to foster innovation.

Benefits

• UK private healthcare with annual wellness screen.
• Competitive pension plan, life assurance, and group income protection.
• 20 days of backup childcare with virtual tutoring and 20 days of backup adult care per annum.
• Flex fund and a range of flexible benefits (well being account, travel insurance, critical illness).
• Access to an emotional well being helpline, mental health first aiders, and virtual GP services.
• Opportunity to donate to charities directly through payroll with company match.
• Arts & Culture corporate membership programme with discounted entry to UK and Ireland cultural institutions.
• Volunteer opportunities in local community.

EEO Statement

Bank of America is an equal opportunity employer and ensures that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity or national origins, age, sexual orientation, socio economic background, responsibilities for dependents, physical or mental disability.