Global Markets Client Delivery

4 weeks ago

Bromley Greater London, United Kingdom Bank of America Full time
Global Markets Client Delivery & Onboarding Readiness

Job Title : Global Markets Client Delivery & Onboarding Readiness

Corporate Title: VP

Location: Bromley

Company Overview:

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-faceted 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

Location:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you will find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Job Description:

This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts.

The role covers the Client Delivery & Onboarding Readiness function of client onboarding for Institutional clients across various Fixed Income and Equity products within Global Markets. To be successful in this role, you will need to provide support to the EMEA/AMRS and Global Onboarding Team across a variety of activities and disciplines to support and enhance our strategic goals.

Global Markets Onboarding is a relatively new organization compared to other Operations functions, we are still evolving internally and within industry which provides a vast amount of development opportunities, design opportunities and quick wins to improve.

 

Responsibilities:

  • You will be part of design & delivery of how we evolve across people, process & systems to support client and onboarding strategies
  • You will 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 (through analytics, voice of client review, business readiness and reporting), enhancing the on-boarding / integration client experience, aligning with client strategies (continuous delivery within the global team, innovation and evolution) , themes and ensuring we deliver against strategic plans for best in class on-boarding
  • You will protect existing revenue and enable new revenue through providing data and transparency for decisions to be made, course directions to be set and processes to be enhanced
  • You will be supporting Global Lead(s) with materials for messaging, updates, marketing, client, business updates and metrics/data representation. This will involve crisp presentation / decks from wide ranging information channels.

What we are looking for:

  • You will have experience in markets and/or onboarding, extensive knowledge of asset manager, hedge fund, corporate client structures
  • You will have a comprehensive understanding of Onboarding lifecycle and variations by client entity / LOB /Product.
  • You will be familiar with regulatory requirements with a view to discuss best practices and compliance as needed
  • You will have working knowledge of AML / KYC and Regulatory requirements for client on-boarding
  • You will be presentable, confident and client focused. Client facing experience helpful to understand the voice of the client, influence our design & deliveries for clients

Skills that will help:

  • Excellent communications skills and ability to present to an audience; good presentation skills (verbal and ppt/excel etc)
  • Ability to work under pressure in a team environment; juggle competing priorities and self-manage the pipeline
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Benefits of working at Bank of America

 

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

Bank of America

Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependents, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.

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

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