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Barclays Investment Bank · 1 day ago

Onboarding Manager

Building 400-115 South Jefferson Rd Campus, Whippany

Full-time

Onsite

Mid, Senior Level

$64K/yr - $87K/yr

Barclays Investment Bank is seeking an Onboarding Manager to support Wholesale Onboarding initiatives. The role involves driving a high-touch onboarding strategy for Financial Sponsors clients, ensuring rapid and compliant account opening while collaborating with various teams to enhance operational processes and client experience.

BankingFinancial Services

Responsibilities

Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution

Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy

Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes

Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes

Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency

Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders

Identification of industry trends and developments to implement best practice in Wholesale Onboarding

Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness

To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement

Requires in-depth technical knowledge and experience in their assigned area of expertise

Thorough understanding of the underlying principles and concepts within the area of expertise

They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources

If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard

OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate

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 organisation sub-function

Make evaluative judgements based on the analysis of factual information, paying attention to detail

Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents

Guide and persuade team members and communicate complex / sensitive information

Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation

Qualification

Client service experienceRegulatory frameworks knowledgeHigh-volume onboardingSalesforce familiarityMicrosoft ApplicationsCustomer ServiceCommunications Skills

Required

Experience in client service, onboarding, or client lifecycle oversight within financial services

Considerable knowledge of sponsor structures, intermediary control, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD)

Experience directing high-volume onboarding and supporting cross-functional teams

Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms

Preferred

Customer Service

Microsoft Applications

Good Communications Skills

Benefits

Medical, dental and vision coverage

401(k)

Life insurance

Other paid leave for qualifying circumstances

Company

Barclays Investment Bank

Barclays Investment Bank offers large corporate clients with strategic advisory, financing, and risk management solutions. It is a sub-organization of Barclays Corporate Banking.

Founded in 1997