As a Barclay Principal Onboarding Analyst, you will be responsible for a variety of the processes which support the end-to-end Onboarding process, including Principal Onboarding, Funds Onboarding, Global Products Onboarding, and eTrading Onboarding. You are responsible for performing a variety of support processes, including Regulatory Client Outreach and managing a variety of Regulatory Controls which are required during the Onboarding of a client.
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. 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.
What will you be doing?
• Acting as a single point of contact for client onboarding, managing various processes during the end to end • Ensuring prioritised cases are chaperoned through the end to end minimize cycle times • Utilizing internal systems for workflow management and data storage • Responding to queries regarding the status of specific requests • Building a solid working relationships and liaise with internal and external dependents including Clients, Sales, Trading, and KYC • 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 • Working or internship experience in Financial Services or client facing/client service
Skills that will help you in the role:
• Ability to multi-task and manage heavy volumes of work and prioritize accordingly • Excellent written and verbal communication skills • Proficient Microsoft Office Skills (Outlook, Excel)
Where will you be working?
At Barclays, we are proud to be redefining the future of finance and here at Whippany we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Whippany, you'll have every chance to build a world-class career in this world-class environment.