On-boarding Relationship Manager - SME

As a Barclays Onboarding Relationship Manager SME, you will work as part of the Onboarding Relationship Management Team (ORM). This is an investment banking function covering day-to-day services for internal and external stakeholders, providing 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, managing various processes during the end to end (E2E) Onboarding process

• Ensuring prioritised cases are chaperoned through the E2E to minimize cycle times
• Utilising internal systems for workflow management and data storage
• Responding to queries regarding the status of specific requests
• Building sound working relationships and liaising with internal and external dependents including Clients, Sales, Trading, KYC, Credit, Legal and Operations
• Reviewing control reports, investigating and resolving breaks
• Performing quality checking on a sample of requests processed

What we’re looking for:
• 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 Microsoft Office Skills (Outlook, Excel)
• Ability to multi-task and manage heavy volumes of work and prioritize accordingly