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About the Role

The Client Data Services (CDS) team is responsible for account and settlement instruction setup for all products offered by local entities to clients. The team interacts with front office, settlement, AML/KYC teams, and clients to manage new account openings, ongoing maintenance, product agreements, and client documentation. The role also involves onboarding clients to local entities in Japan according to regulations and enterprise policies, with potential for expansion.

Responsibilities

Manage new account opening
Ongoing maintenance of clients and accounts, including support for corporate actions events such as client name changes
Setup and support ongoing maintenance of settlement instructions
Handle product specific agreements and contracts
Manage Client Documentation, including global and local tax regulation related documents, FIEA letters, and Terms and Conditions
Various forms/documentation maintenance – Postage, Storage and Disposal
Respond and coordinate requests received from external and internal groups to provide required information in a timely manner
Provide oversight of outsourced activities, ensuring services are delivered according to SLAs
Onboard Global Markets clients to local entities in Japan according to the local regulations
Advise and explain KYC (Know Your Clients) requirements to sales/clients
Set up and maintain client details
Facilitate, collect and verify Non AML documents from clients such that may include FATCA, CRS forms, or FIEA client category
Facilitate dormancy review and off boarding of clients

Requirements

Establish and maintain a good working environment with team members and business partners
Self-driven individual with good planning, organization, and follow-up skills
Ability to build relationships and work with cross-functional teams
Strong analytical and problem-solving skills
Excellent technical, written/verbal communication, interpersonal, presentation, and facilitation skills with the ability to make recommendations to all levels of the organization
Able to think from an enterprise standpoint as well as surrounding regulations
Attention to details
Good knowledge of MS Office Products (Word, Excel, PowerPoint, others)

Skills

Native Japanese language skills
Strong English language skills, both written and verbal

Location

Japan

Work Type

In-office culture
Full-time

Experience Level

Minimum of 3 years experience in Investment Banking Operations or in financial industry

Education Level

Hold JSDA 1, or 2nd class

Benefits

Competitive benefits to support their physical, emotional, and financial well-being

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We’re devoted to being a diverse and inclusive workplace for everyone.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families.
Bank of America believes both in the importance of working together and offering flexibility to our employees.
We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve.
Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.
Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.
Our Values Learn about our four values that represent what we believe.