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Global Markets Client Onboarder
| Company | Bank of America |
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| Location | New York, NY, USA |
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| Salary | $89500 – $160000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2-3 years Onboarding experience (asset managers, hedge funds, or other client types)
- Experience in Prime brokerage
- Strong understanding of institutional client needs, market structure, and regulatory considerations within Global Markets.
- Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (e.g. Dodd-Frank, MiFID II, EMIR etc.).
- Commercially minded with strong problem solving, relationship management and communication skills with ability to present to an audience.
- Ability to collaborate across sales, product, client service and other internal teams to drive results.
- Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
- 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. Candidate will be able to manage own time and know when to escalate.
Responsibilities
- Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
- Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
- Deepens and enhances existing relationships with institutional clients during client meetings and interactions
- Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
- Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms.
- Participate in and drive collaborative efforts to advance technology adoption, and vendor-led solutions and enhancements to better serve an evolving client base.
- Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client satisfaction.
- Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution and integration.
- Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the onboarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding.
- Protect existing revenue and to enable new revenue through fund onboards and mandates won for multi-fund launches.
Preferred Qualifications
No preferred qualifications provided.
