ONBOARDING RELATIONSHIP MANAGER

As a Barclays Onboarding Relationship Manager, you will join our team where you will have the opportunity to effectively Onboard clients and accounts to trade with Barclays.  You will perform Onboarding, KYC, Regulatory, and other required processes so support the end-to-end Onboarding process. You team provides day-to-day services for internal and external stakeholders, providing a ‘white glove service’ to facilitate onboarding requests for new Markets entities, ensuring requests are fully completed in our onboarding systems and are ready to trade. 

Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.

WORKING FLEXIBLY

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a career, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.

We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month, or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally can request work patterns to reflect their personal circumstances. Please discuss the detail of the working pattern options for the role with the hiring manager.

WHAT WILL YOU BE DOING?

•     Acting as a single point of contact for client onboarding

•     Using evaluative judgement to manage various processes during the end to end (E2E) Onboarding process and minimize cycle times

•     Partnering with change teams and senior management, to act as an advisory in defining the standards and specifications around of these changes ensuring procedures are operational

•     Providing ongoing training and support to colleagues, ensuring that essential procedures are followed, and complex problems resolved

•     Engaging with the Markets desk to identify potential areas for process improvement or any potential control gaps

•     Utilizing internal systems for workflow management and data storage

•     Reviewing control reports, investigating, and resolving breaks

•     Performing quality checking on sample of requests processed

WHAT WE’RE LOOKING FOR:

•     Bachelor’s Degree or four years’ equivalent work experience in the Onboarding, KYC, Regulatory area

•     Work or internship experience in Financial Services or client facing/client service

•     Excellent written and verbal communication skills

•     Ability to multi-task and manage heavy volumes of work and prioritize accordingly

SKILLS THAT WILL HELP  YOU IN THE ROLE:

•     Increase depth of knowledge in AML/KYC, Product, Regulatory, Credit, Legal, Ops and Tech Infrastructure

•     Extensive analytical skills and detail oriented, with Microsoft Office Skills (Outlook, Excel).

•     Experience handling regulatory items related to derivatives trading, ISDA, Dodd-Frank, EMIR etc.

WHERE WILL YOU BE  WORKING?

At Barclays, we are proud to be redefining the future of finance and here at Whippany we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Whippany, you’ll have every chance to build a world-class career in this world-class environment.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 50 countries and employing around 83,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.