Bank Of America Treasury Sales Associate – Onboarding Specialist 

United States, New York, New York 

48292528

Key Responsibilities:

• Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.

• Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.

• Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.

• Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.

• Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.

• Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.

• Provide clients and internal teams with regular updates, including progress trackers and detailed action items.

• Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.

• Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.

• Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.

• Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.

Job Qualifications:

• Bachelor's Degree or equivalent work experience

• 5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.

• Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.

• Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.

• Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.

• Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.

• Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.

• Problem-solving mindset and interest in driving continuous improvement in onboarding processes.

• Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.

• Certifications in CTP, ACAMS, CAMS a plus but not required.