Global Markets Client Onboarding Manager jobs at Bank Of America in United Kingdom, Chester

Job Description:

Job Title:Financial Analyst - Global Liquidity Management

: Assistant Vice President

The Team:

• The Global Liquidity Management (GLM) team is responsible for the timely preparation of liquidity reporting across the organisation with teams based across global locations

• The 18 member Chester team has historically been specifically focused on all EMEA based reporting with requirements to regulators in the UK, Ireland and across the EU

• This exciting new opportunity to onboard more global focused work will allow for new and exciting work to come into Chester and will complement the existing responsibilities

• In GLM, associates have exposure to all the various products in which the bank does business. The team works closely with a number of other areas within the Chief Finance Office division, including Data Management, Line of Business finance as well as the Financial Controller team in order to develop a good working knowledge of the business operations as well as the various financial reporting capabilities and requirements

• The team also partners with the global teams to work on the continued enhancement of the available technologies as well as sharing best practices on efficiency and operational excellence

Responsibilities:

• Perform reporting, monitoring, and analytics in relation to liquidity submissions and management metrics

• Understand liquidity reporting rules and data requirements

• Enhance processes to streamline reporting and build out additional analytical capabilities

• Perform system testing and understand impacts to end to end liquidity processes

• Ensure documentation and reporting controls are up to date, managing operational risk in the process

• Work on ad-hoc projects for senior management and/or regulators

What we are looking for:

• Good academic profile with a 2:1 degree or equivalent

• Excellent Excel skills including data manipulation

• Analytical experience & attention to detail

• Good understanding of complex financial products

• Experience in preparing presentations for senior management and regulators

• Experience partnering with various levels of the organization, problem solver

• Intellectual curiosity, organized and able to work on multiple tasks with limited supervision

Preferred:

• Experience developing, implementing and maintaining reporting in a consistent manner

• Experience in Corporate Treasury, ideally with a financial institution

• Experience in Global Markets and/or Line of Business Experience

• Experience in regulatory reporting

UK

• 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 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 etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Assistant Vice Present

connection. Responsible

Job Description:

The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all 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 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 and 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.
• 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 on-boarding / integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding.
• You will 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.
• An 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 escalate.
• 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.

Ireland:

• 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 strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Job Title:Treasury Sales Client Officer

Global Payments Solutions Group

Do you want to be part of our award-winning team? We are proud to:

• Be a leading provider of treasury and cash management solutions

• Deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500

• Be at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions

• Provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services

We want to hear from you if you are:

• A highly-motivated individual

• Has a client-centric focus who can advocate on their behalf

• Can challenge the status quo

• Collaborate with peers as well as having the ability to influence the conversation with diverse points of view

• Innovative with forward-thinking ideas

The bank is a recognised leader in Global Payments Solutions offering solutions in International Cash & Liquidity Management, Commercial Card, Trade & Supply Chain Finance and Merchant Services.

As a Treasury Sales Client Officer (TSCO) a part of the Global Commercial Banking (GCB) Sales team, you will be responsible for managing and growing treasury revenue and profitability across your own portfolio of current & prospective global companies. Being the primary regional sales contact for clients for inbound business booked in EMEA. The book is a large portfolio of clients across different industry segments. You will partner with global and regional support partners across the enterprise to present customised working capital & treasury solutions that meet client objectives within the confines of bank appetite.

To be successful in the role, you must maintain an intense client focus & client partnership to deliver treasury expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.

Responsibilities

Role activities and responsibilities may include:

• Manage the day-to-day client relationship, developing existing client relationships across the client organisation from treasury, procurement, and account payable (AP) / accounts receivable (AR)

• Drive revenue, solutions per relationship (SPR) and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage

• Proactively inform & advise clients ofenhancements/improvementsin our capabilities and provide regular market updates

• Ensure complete alignment in client selection and growth strategy with our GCB colleagues

• Act as GCB client Sales liaison with Credit and Risk, Compliance, Product Management, Client Delivery & Servicing, Implementation, and Operations

• Provide client and market feedback to management and other business partners, including for product development and enhancement

• Portfolio strategy and planning, actively engage in account planning exercises

• Understand client objectives for and effectively match bank resources and capabilities against client requirements to develop business opportunities and identify cross-sell opportunities through account analysis & regular client interaction

• Coordinate service reviews in partnership with Servicing and Fulfillment

• Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines

• Manage pipeline from prospect to mandate and close - across all deal stages for originated deals with regular updates

• Manage additional business requests or modifications to existing client structure

• Ensure active engagement of deals in implementation and drive revenue ramp up for new business won “mandate to close”

• Point of contact for KYC approval and support on refresh where required

• Ensure service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress

• Secure mandates and monitor revenue on closed deals to ensure revenue realisation

• Revenue and profitability analysis - manage revenue attrition accordingly & prevent revenue leakage

• Maintain pricing for clients (pricing changes, new services) and ensure all products and services are billed accordingly, while managing client escalations and keeping the internal team informed

• Bachelor’s degree or equivalent work experiencewithin a similar role and environmentwith demonstrated results

• Ideally Treasury related experience within transactions services or Implementation, Client Service or Product background preferred

• Proven business development and relationship management skills with a client set

• Demonstrated business acumen, with effective interpersonal and communications skills, able to communicate effectively both written and verbally with ability to be concise with attention to accuracy and detail

• Strong interpersonal skills, ability to deal with clients and develop and maintain collaborative working relationships with colleagues/stakeholders and build broad based relationships

• Strong teamwork, collaborative and organisational skills, ability to deal with multiple competing priorities and able to prioritise and work under pressure to meet deadlines

• Well-developed presentational skills to both internal and external clients

• Customer centric approach balancing risk and profitability

• Ability to learn and adapt

• Understanding of critical principles of risk management and compliance

• Hold self and others accountable for results

Skills

• Account Management

• Client Management

• Customer and Client Focus

• Written and Verbal Communication

• Presentation Skills

• Critical Thinking

• Portfolio Analysis

• Problem Solving

• Analytical Thinking

• Influencing Skills

• Negotiation Skills

UK

• At Bank of America, we strive to prioritise 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.

• 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.

• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.

• Access to an Employee Assistance Program for confidential support and help for everyday matters.

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Job Description:

Chester - UK

Job Title: M&T Manager

Corporate Title: Vice President

Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity, and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

• 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 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 etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Responsibilities:

• You will provide business analysis and project management support on regulatory transaction reporting implementation projects
• You will work with internal stakeholders to document regulatory requirements and analyse data fields
• You will liaise with technology and the business to document business scenarios and define data acceptance criteria
• You will engage with testing and quality assurance processes to confirm accuracy of reporting and ensure project development is aligned to requirements

What we are looking for:

• You will have knowledge of financial regulatory transaction reporting requirements including MiFID/MiFIR (TR and PTT), EMIR, SFTR, CFTC, SEC reporting
• You will have experience of working with regulatory projects within Investment Banking (Global Markets) or financial services
• You will have Project Management and/or Business Analysis experience including analysis techniques and project management methodologies.

Skills that will help (optional):

• Knowledge of OTC Derivative products and trade flows would be beneficial
• Excellent communication, both verbal and written, will be an advantage
• A proven track record of liaising with technology teams will be a plus
• Being able to work unsupervised, to tight deadlines would be a plus
• Experience working with Microsoft Office and JIRA would be an advantage

UK

• 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 back-up childcare including virtual tutoring 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 etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access 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 strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Job Description:

The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all 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 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 and 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.
• 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 on-boarding / integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding.
• You will 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.
• An 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 escalate.
• 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.

Ireland:

• 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 strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Responsibilities Include:

• Analyses and resolves highly complex operational problem
• Requirements Gathering and Analysis: Identify and document business needs by working closely with stakeholders. Translate business requirements into functional specifications
• Stakeholder Management: Serve as the liaison between business stakeholders and the technical team. Ensure all parties have a common understanding of the project objectives
• Data Analysis and Reporting: Analyze business data to understand trends, patterns and issues. Develop reports and dashboards to measure process performance and help stakeholders make informed decisions
• Solution Design and Validation: Propose and evaluate solutions to meet business needs. Conduct testing and validation of new processes or systems before full implementation
• Project Management and Training

What we are looking for:

• Proven track record in operations or Middle Office transformation within the financial services industry
• Deep understanding of the operational needs in the Fixed Income business
• Ability to face off with senior business heads at a strategic level while understanding the detail
• Analytical and problem-solving skills with the ability to review and highlight project risks and issues and partner on mitigating solutions
• Excellent project management skills with the ability to manage multiple projects simultaneously
• Leadership and communication skills with the ability to influence and build relationships at all levels of the enterprise
• Ability to conduct presentations with emphasis on storytelling to convey and influence the case for change
• Expertise in using data analytics and reporting tools (Excel, Tableau, Power BI)

UK

• 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 back-up childcare including virtual tutoring 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 etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access 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 strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.