Onboarding Business Partner

Step into the role of an Onboarding Business Partner, where you'll act as the primary contact for all new account enquiries, and act as the liaison between the Front Office and Operations teams. Undertake client visits to provide guidance on the new account process and be responsible for driving up the quality of client submissions. Supporting the Barclays Private Bank Relationship Management teams with all client account opening requests. Providing ongoing coaching to clients, Front Office, and Due Diligence teams. Working in close co-ordination with Front Office, Operations and the relevant risk and compliance departments across the Barclays group. Acting as a role model in respect of procedural requirements and have input into the Client Due Diligence policy and procedure development.

This role would suit someone with a proven track record of:

- Experience in Customer Due Diligence procedures and awareness of Financial Crime policy and procedures.
- Being action oriented and organised with the ability to handle multiple tasks simultaneously, prioritise accordingly and remain calm under pressure.
- Being self-motivated with the ability to work on your own initiative as well as part of a team.
- Good social and influencing skills as well as being client service focused.

Additional skills that will help you in the role:

- Previous experience of working in a trust/fund environment as well as solid corporate banking experience
- Detailed knowledge of the regulatory requirements covering money laundering and criminal activity is desirable.
- Ability to demonstrate a logical and structured approach to achieving desired outcomes along with good written and oral communication and ability to communicate across all levels.
- Ability to display high integrity and trust due to the sensitive nature of information handled.

You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based out of Jersey.

**Purpose of the role**

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

**Accountabilities**
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
- Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
- Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
- Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
- Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

**Analyst Expectations**
- Will have an impact on the work of related teams within the area.
- Partner with other functions and business areas.
- Takes responsibility for end results of a team’s operational processing and activities.
- Escalate breaches of policies / procedure appropriately.
- Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
- Advise and influence decision making within own area of expertise.
- Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
- Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
- Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the orga