Sr Relationship Manager II - Global Markets Client Onboarding

Sr Relationship Manager II – Global Markets Client Onboarding

2+ years client on-boarding experience (asset managers, hedge funds, or other client types)
Working knowledge of AML / KYC and Regulatory requirements for client on-boarding
Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
Excellent communications skills and ability to present to an audience
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.

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 tools, technology, and ways of working to better serve an evolving client base.
Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
Protect existing revenue and to enable new revenue through fund on-boards and mandates won for multi-fund launches