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Can you demonstrate great experience in building effective relationships with both clients and colleagues?
An opportunity has arisen for you to onboard Financial Institutions, Large Corporates, Mid Corporates and SME clients for CB Markets products. These products include interest rate derivatives, foreign exchange, Money Market deposits, Gilts, repurchase agreements (Stock Lending) and platform trading.
The team is a centre of excellence and takes ownership of the on-boarding journey before trading can commence. The Client Manager role is a critical position that owns the onboarding experience to ensure our client experience is first class. This is an excellent opportunity for a highly motivated and pro-active self-starter, who is looking to further their career within Commercial Banking.
Understand and implement the process for the end-to-end onboarding of Markets products.
Manage a substantial pipeline of onboarding cases, tracked via our online onboarding tool (JIRA).
Liaise with all internal (sales & relationship managers) and external (client) partners to gather the specific requirements for each onboarding, to agree on prioritisation to ensure the onboarding process is seamless for the client, and to maintain dialogues to update on progress.
Conduct regular pipeline meetings with support areas and partners to ensure appropriate prioritisation of onboarding work.
Have a basic knowledge of "Know Your Client" (KYC) / "Anti-Money Laundering" (AML) requirements
Gather documentation/data from multiple sources (internal, third-party, client, etc.) to support the onboarding requirements (for example credit, regulations, legal and operations).
Allocate to support teams, and coordinate progress of all the various sub-tasks required for each on-board.
Ensure compliance with all LBG policies and applicable industry regulations according to counterparty geographic jurisdiction and product type (for example Dodd-Frank, EMIR, MiFID, FATCA).
Identify process improvements to increase operational efficiency which benefit either clients or colleagues and working with other business units / teams to implement a more streamlined process.
Represent Market Operations in any ongoing LBG projects that impact onboarding.
Identify and implement improvements to ensure a better client journey throughout the process using Lean techniques.
Perform satisfaction reviews with clients on completion of onboarding to identify areas for potential improvement.
Although existing knowledge of Markets products and processes is helpful, much of the detail is learned on the job. It is more important for candidates to be motivated, engaged learners with excellent attention to detail, who quickly and proactively take full ownership of their work. The ability to prioritise workloads appropriately in order to manage the pipeline is essential together with adaptability given the bespoke nature of each onboarding.