Client Onboarding Analyst

Client Onboarding Analyst
Whippany, NJ

As a Barclays Client Onboarding Analyst, you will get an exciting opportunity to provide global support through single point of contact for agent trading client on-boarding requests and queries. You will be part of a team which is accountable for proactively sourcing and collating information that expedites the completion of Know-Your-Client (KYC), Credit and Legal due diligence, as well as processing to meet regulatory requirements (e.g. Dodd-Frank).

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. 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.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?

• Facilitating onboarding of funds for various Asset Managers
• Recognizing client’s requirements of which products they are looking to trade and manage the E2E Onboarding process
• Developing client relationships throughout the onboarding process by providing clients with a “One-Stop” shop service model
• Building excellent working relationships and liaise with internal and external dependents including Clients, Sales, Trading, Credit, Legal and Operations
• Utilizing internal systems for workflow management and data storage
• Liaising with Clients, Front Office, Credit, Legal and Operations as necessary as part of the Verification and Enrichment process

What we’re looking for:

• Bachelor’s Degree or equivalent work experience
• Preferably one to three years’ work experience, but those with no experience are also welcome to apply
• Broad knowledge of the IB structure, functions, and their purpose/scope (Operations/Legal/Front Office/Risk and Regulatory Programme)
• Solid grasp of industry regulations including but not limited to MIFD, EMIR, Dodd Frank, UCSM, etc

Skills that will help you in the role:

• Excellent written and verbal communication skills
• Excellent Microsoft Office Skills (Outlook, Excel)
• “Can Do” Attitude that is self-motivated and highly driven
• Ability to multi-task and manage heavy volumes of work and prioritize accordingly

Where will you be working?

Our next-generation workplace in Whippany allows talented, passionate, down-to-earth colleagues to connect daily. With state-of-the-art work facilities and many added features like pool tables, cafés and a gym – it’s a place you can call home. Our office is minutes away from Morristown, known for its rich history and lively modern spirit. With bustling Manhattan easily accessible and a picturesque landscape here on the doorstep, Whippany really does offer the best of both worlds.

#LI-Hybrid