Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role supports Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution. It is part of a newly formed Client Deal Services team, embedded with the Front Office Investment Bank business, supporting client outreach, document collection, onboarding case coordination, and process optimization for the Corporate and Investment Bank (CIB).

Responsibilities

• Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing, reporting, trading, and issue resolution.
• Collaborate and engage with clients/front office to gather Customer Due Diligence information/evidence for client onboarding or KYC refresh.
• Collaborate with teams across the bank to align and integrate Wholesale Onboarding processes.
• Identify areas for improvement and provide recommendations for change in Wholesale Onboarding processes.
• Develop and implement Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
• Develop reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
• Identify industry trends and developments to implement best practice in Wholesale Onboarding.
• Participate in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.
• Advise and influence decision making, contribute to policy development, and take responsibility for operational effectiveness.
• Lead a team performing complex tasks, using well-developed professional knowledge and skills.
• Set objectives and coach employees, appraise performance, and determine reward outcomes.
• Lead collaborative assignments and guide team members through structured assignments.
• Identify the need for the inclusion of other areas of specialisation to complete assignments.
• Identify new directions for assignments and/or projects, using cross-functional methodologies or practices.
• Consult on complex issues and provide advice to People Leaders for escalated issues.
• Identify ways to mitigate risk and develop new policies/procedures.
• Take ownership for managing risk and strengthening controls.
• Perform work closely related to other areas, understanding coordination and contribution to organizational objectives.
• Collaborate with other work areas for business-aligned support.
• Engage in complex analysis of data from multiple sources to solve problems creatively and effectively.
• Communicate complex information, including sensitive or difficult-to-communicate content.
• Influence or convince stakeholders to achieve outcomes.

Requirements

• Experience working with CIB clients.
• Good communication and internal and external stakeholder management skills.
• Understanding of banking products, Lev Fin, ECM, and DCM and services.
• Experience with client onboarding and lifecycle guidance processes.
• Experience coordinating teams across Front Office, Operations, Product, and support functions.
• Experience driving highly detailed client journeys from initiation through to client readiness.
• Experience with onboarding execution, deal coordination, and client readiness in a fast-paced, deadline-driven environment.
• Ability to guide competing priorities while maintaining a robust focus on risk and structure.
• Organizational and coordination skills, with the ability to guide multiple workstreams simultaneously.
• Ability to ensure delivery against critical deal and client timelines.
• Experience driving continuous improvement and business change.
• Experience partnering with global teams and third-party vendors.
• Understanding of risk and coordinates, with the ability to identify, assess, and mitigate potential risks.
• Demonstrated business acumen and strategic thinking.
• Ability to contribute to change and transformation projects.
• Good digital and technology capabilities.
• Job-specific technical knowledge required for the role.
• Understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function.
• Ability to keep up to speed with business activity and business strategy.
• Ability to solve problems creatively and effectively.
• Ability to communicate complex information.
• Ability to influence or convince stakeholders to achieve outcomes.

Skills

• KYC processing
• Quality Checking
• Reporting
• Trading
• Issue resolution
• Customer Due Diligence
• Risk mitigation
• Operational efficiency
• Process improvement
• Stakeholder management
• Banking products
• Lev Fin
• ECM
• DCM
• Client onboarding
• Client lifecycle guidance
• Onboarding execution
• Deal coordination
• Client readiness
• Risk and controls
• Change and transformation
• Business acumen
• Strategic thinking
• Digital and technology capabilities
• Job-specific technical skills
• Data analysis
• Communication

Location

• New York, NY

Work Type

• Full-time

Experience Level

• Assistant Vice President (AVP)

Salary/Compensations

• $70,000
• $135,000

About the Company

• Barclays is a global financial services provider committed to protecting and enhancing the wealth that its customers have built.

Equal Opportunity

• All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.