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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients.The candidate will be responsible for delivering end‑to‑end client onboarding for a portfolio of clients across Global Markets products, including FICC and Equities. The position requires strong coordination across internal stakeholders, effective prioritization with business partners, and continuous improvement of onboarding processes leveraging industry solutions. The role is client‑facing and requires a commitment to high‑quality service delivery
Responsibilities:
. Client facing role tasked with ensuring the successful delivery of client Onboarding requests for Markets OTC Derivative for APAC clients
. Managing internal stakeholders in the entire Onboarding cycle (AML, Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure overall delivery to the client within expected timeframe
. Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
. Assisting clients with requirements for the BofA account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
. Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products
. Drive continuous improvements and automation/digitisation initiatives
Requirements:
- Minimum 7 years experience in client onboarding, account management or a similar operations/client facing role within financial services.
- An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Experience in AI-powered tools, agents , automation or workflow tools would be advantageous.
Other Qualifications:
- Excellent communications skills and ability to present to a senior audience.
- Proficiency in Mandarin, Japanese or other Asian languages to support communications with clients would be beneficial.
- Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
The Bank of America Corporation (commonly referred to as Bank of America; often abbreviated as BofA or BoA) is an American multinational investment bank and financial services holding company headquartered in Charlotte, North Carolina. The bank was founded in San Francisco and took its present form when NationsBank of Charlotte acquired it in 1998. It is the second-largest banking institution in the United States, after JPMorgan Chase, and the eighth-largest bank in the world. Bank of America is one of the Big Four banking institutions of the United States.It serves approximately 10.73% of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup, and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking
Job ID: 147695973
Skills:
Documentation requirements, CACS Paper 1 2, AML KYC processes, Client lifecycle management, Regulatory obligations
Skills:
Data Analytics, Aml, 3rd-Party risk management, fraud scam handling, Branch Operations
Skills:
Aml, Kyc, Regulatory Compliance, Market Intelligence, Private Markets, Investor Relations
Skills:
Aml, Data Analytics, Branch Operations, 3rd-Party risk management, fraud scam handling
Skills:
lifecycle management , Aml, Collateral Management, Trade Finance, Credit Risk, inventory financing, financial statement analysis, digital trade platforms, Regulatory Compliance, Product Development, Kyc, working capital solutions, fintech solutions, Portfolio Management
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