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Agency Onboarding Manager
2 weeks ago
**Description of the Business Line or Department**
The Client Lifecycle and digital('CLD') department is the cross-business client management division of Global Banking and Investor Solutions ('GBIS'). As part of the GBIS COO Service Unit, the GBS Cross Border Client Management Group is globally in chargeof the client experience across the GBIS activities (except PRIV). The department is particularly in charge of:
- CXS - Client Relationship Management for Premium Clients
- AFM and CFA - Coordinates the onboarding process and facilitates document collection.
- KYC - KYC due diligence for both on-boarding and periodic reviews
- RRF - Management of client reference & regulatory data
- DCI - E-client services
- CLT - Project management
**Summary of the key purposes of the role**
- Ensure all onboarding related tasks are performed efficiently, accurately, and quickly
- Contribute to production tasks where required
- Interaction with Front-officers, Transition Management, KYC team, Compliance, Credit team, Legal team, Trade support unit, Client Data team
- Contribute to all projects related to PRM and CTY transformation plan and ensure Agency specificities are considered in all CLD or REG projects
**Summary of responsibilities**
- Coordinating the onboarding process for new & existing customers in line with Senior Management's strategy - with the support of teams located in the SG Paris and SG Bangalore hubs as necessary
- Issuing and processing client documentation to enrich onboarding cases in workflow tool
- Advising the Front Office team members of the documentation and regulatory requirements to on-board prospective clients
- Providing transparency to stakeholders about the status of onboarding requests
- Producing statistics about the onboarding process (SLAs, KPIs, KRIs ) and communicating them through the relevant governance forums
- Identifying and escalating to Senior Management onboarding bottlenecks which may cause delays
- Ensuring strong engagement and regular interaction with other departments (e.g. Business Lines, Risk, Legal, Compliance, Client Services, Client Data team, Finance, Operations etc.)
- Ensuring that appropriate procedures are in place and up to date and that processes are in line with regulatory and company specifications
- Ensuring that the global CLD/AFM set up (especially Paris and Bangalore teams) is appropriately leveraged in light of their core missions
- Coordinating the implementation of new projects, tasks, process changes into standard BAU processes
- Periodically reviewing the team's processes to identify continuous improvement opportunities (e.g. process improvement, automation, controls )
- Defining and ensuring the implementation and monitoring of key performance indicators for the Onboarding department
The manager is also expected to:
- Ensure Operational Management of UK AFM teams
- Sponsor & pilot some team's projects
- Support and coach of the team,
- Define (and review) of collaborators' objectives.
- Keep up to date with knowledge of new products / markets / procedures
- Keep abreast of rules defined and of CLD best practices to propagate them to the team and other stakeholders
- Attend key Operating and European Committees as necessary
- Collaborate with the other Onboarding managers in France, America, Asia and India to optimize the onboarding service provided to the Front Office and harmonise procedures, systems, staff training and performance as relevant
- Support the management in the implementation of the CLD strategy regionally
Operational Risk & Regulatory Responsibility:
- Responsibility for ensuring that team is fully aware of and adhere to internal Policies that relate to them, their business or other businesses for which they have any level of responsibility. It is the manager's responsibility to ensure compliance withoperational risk
- Responsibility for managing, controlling, preparing and escalating risk within the scope of his/her position.
- Act with integrity and due skill, care and diligence in carrying out his/her duties. Actions should always be able to satisfy high standards of scrutiny.Observe proper standards of market conduct. Responsibility to ensure that all reasonable steps are takento be fully aware of, understand
