Job description
End Date
Sunday 01 October 2023
Salary Range
£29,669 - £31,230Agile Working Options
Job Description Summary
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Job Description
JOB TITLE: Assistant Client Manager, Markets Client Enablement
SALARY: £29,669 - £31,230
LOCATION: Edinburgh
HOURS: Full-Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites
Fantastic opportunity for an Assistant Client Manager to join our Markets Client Enablement Team who undertake a variety of onboarding activities to support Market clients, Sales and Relationship Management (Coverage) teams.
About This Opportunity
Our team is part of our Commercial Banking Market Operations area and 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 centre of excellence and takes ownership of the onboarding journey before trading can commence. This is a critical position that supports the journey for multiple clients at any one time.
This role is an excellent opportunity for a highly motivated and pro-active self-starter, who is looking to further their career within Commercial Banking. You'll excel at building effective relationships with both clients and colleagues.
Key accountabilities
- 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
- Liaise with all internal and external partners to gather the specific requirements for each onboarding.
- Support 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 supervise progress of all the various sub-tasks required for each onboard.
- 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 clients/colleagues and working with other teams to implement a more streamlined process and to ensure a better client journey throughout the onboarding process.
- Support Market Operations in any ongoing LBG projects that impact onboarding.
- Perform satisfaction reviews with clients on completion of onboarding to identify areas for potential improvement.
Why Lloyds Banking Group
We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive.
What You’ll Need
- Markets product knowledge
- Ability to work within policies.
- Industry Awareness
- Markets processes (credit lines, legal negotiations, KYC, trade confirmations, trade settlement)
- Function and structure of legal master agreements (ISDA, CSA, GMRA).
- Lean Six-sigma awareness
Existing knowledge of Markets products and processes is highly desirable. Much of the detail is learned on the job therefore 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.
About Working For Us
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.
And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 24 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Ready to start growing with purpose? Apply today!
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.