Job description
Onboarding Relationship Team Lead
London
As a Barclays Onboarding Relationship Team Lead, you will work as part of the Onboarding Relationship Management Team (ORM). This is an investment banking function providing day-to-day services for internal and external stakeholders and a ‘white glove service’ to facilitate onboarding requests, ensuring requests are fully completed in our onboarding systems and are ready to trade. An exciting role with the team supporting investment banking desks based in Americas, Europe and Asia Pacific.
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.
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 are able to 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 based on the analysis of factual and qualitative information to manage processes
- Understanding of underlying business principles and the impact of regulatory requirements for multiple milestone teams (i.e. KYC, Regulatory, Credit Risk, Legal, Tax)
- Partnering with policy and procedural change teams on impact assessment of Onboarding requirements, to act as an advisory in defining the standards around these changes
- Providing ongoing training and support to colleagues, ensuring that essential procedures are followed and complex problems resolved
- Coordinating the most sensitive or complex Clients, acting as primary contact for internal/external stakeholders
- Utilising internal systems for workflow management and data storage
- Being responsible for reviewing control reports, investigating and resolving breaks
- Performing quality checking on sample of requests processed
• Bachelor’s Degree or 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
• Increase depth of understanding AML/KYC, Product, Regulatory, Credit, Legal, Ops and Tech Infrastructure, enabling the ability to challenge inefficiencies along the ETE journey
- Excellent analytical skills and detail oriented, with exceptional Microsoft Office Skills (Outlook, Excel)
Where will you be working?
In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as; a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.
#LI-Hybrid