Global Markets Client Onboarder

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This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.

The role is responsible for onboarding and strategic account management for Institutional clients across Global Markets, covering a broad range of asset classes including Fixed Income, Equities, Currencies and Commodities. The successful candidate will serve as a client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This role requires a balance of relationship management, regulatory awareness, technology adoption, and data-driven decision-making to ensure a best-in-class client experience:

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.

Skills:

• Attention to Detail
• Legal Structures and Legal Forms
• Oral Communications
• Prioritization
• Recording/Organizing Information
• Written Communications
• Data Collection and Entry

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.

This requisite requires someone with client-facing experience, markets product knowledge and has a KYC background. The onboarding associate will manage the client/KYC pipeline, will be facing off with Senior Sales Partners and looking for any inefficiencies to improve the end-to-end onboarding process.

Shift:

Hours Per Week: