Client Onboarding Analyst

Job description

Job Title: Client Onboarding Analyst

Primary Location/s: Glasgow

About Barclays

Barclays moves, lends, invests and protects money for customers and clients worldwide. Please visit our website here for more information.

Operations & Technology (O&T) spans the entire globe with colleagues located in the Americas, Europe, the Middle East and Africa (EMEA) and in Asia Pacific. O&T works with the wider business to deliver world class products and services that deliver exceptional customer, client and colleague experiences. The O&T strategy includes:

· Standardising, automating and rationalising our systems and processes
· Providing standardised and scalable services and solutions
· Developing long term strategic partnerships with key providers
· Innovative commercial partnerships and service delivery
About Client Management Services

Client Management Services operates within part of Operations & Technology and is a centralised, global function, which supports the business by delivering and operating its client lifecycle services. CMS has an operational presence across 4 locations, comprising c.250 colleagues. CMS includes functions such as Client On-Boarding, Client Maintenance, Client Off-Boarding, Client Regulatory, Client Integration Assessment, KYC and Client Services.

Overall purpose of role:

The Onboarding Analyst is responsible for being the central point of contact for the client and business for onboarding. The Analyst will ensure that they manage the progress of requests within their portfolio and ensure smooth onboarding throughout the process. The Incumbent must be detail-oriented with the ability to multi-task, prioritize work assignments, communicate effectively with internal staff and clients, and complete assignments accurately and in a timely manner. Follow-through skills and time management are critical elements of this position.

Key Accountabilities and Skills required:
· Central Point of Contact for Client Onboarding for Business and Clients
· Develop client relationships throughout the onboarding process by providing clients with a “One-Stop” shop service model
· Prioritize requests with guidance from Business Leads (CIT/COO's).
· Utilize internal systems for workflow management and data storage.
· Respond to queries regarding the status of specific requests.
· Monitor the status of requests against agreed performance thresholds and escalate requests that have exceeded agreed cycle time thresholds.
· Collect documents and information from clients / sales to fulfil the requirements of our Onboarding and regulatory processes.
· Facilitate the legal documentation process to completion across asset class.
· Build strong working relationships and liaise with internal and external dependents including Clients, Sales, KYC, Credit, Legal and Operations
· Facilitate account maintenance, Change requests, deletion and mothballing as directed by the Client or internal stakeholders.

Your Skills and Qualifications will include:

· Excellent client service skills
· Extensive knowledge of the regulatory environment and how it influences the client onboarding process
· Strong analytical skills and detail orientated
· Ability to manage multiple activities effectively and prioritise in line with Ops and Business priorities
· Good understanding of the E2E onboarding process.
· Be an effective and articulate communicator via e-mail and telephone especially important when communicating requirements and managing Client / Business expectations.
· Strong Excel skills
· Honours degree preferred but not essential

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Standards

The Benefits: Our customers deserve the best. The same goes for our employees. That's why at Barclays you'll receive a range of benefits that include a competitive salary and all the tools, technology and support you need to succeed.

Our Culture: Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.

Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.

Barclays is an equal opportunity employer and are opposed to discrimination on any grounds. For more detailed information, please visit our dedicated Diversity and Inclusion site here .