Client Onboarding Manager
Workday
full-time
Posted on:
Location Type: Office
Location: Northampton • United Kingdom
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About the role
- Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing, reporting, and issue resolution.
- Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence.
- Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
- Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
- Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.
Requirements
- Robust KYC knowledge around onboarding funds
- Excellent communication skills across all platforms
- Strong stakeholder management
- Knowledge and understanding of importance of KYC to bank
- Knowledge and understanding of the legislation that affects Barclays and their clients.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
KYC processingCustomer Due Diligencereportingissue resolutionWholesale Onboarding proceduresoperational efficiencyreport developmentpresentation development
Soft Skills
communication skillsstakeholder managementcollaborationengagement