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Shape the Client Experience from Day One – Apply your knowledge to streamline onboarding and safeguard regulatory standards. As Onboarding Manager in this individual contributor role, you will drive and execute a high‑touch onboarding strategy for Financial Sponsors clients, ensuring rapid and compliant account opening while supporting business areas with operational processing, reporting, and issue resolution. You’ll play a pivotal part in delivering a differentiated client experience and upholding regulatory standards. By sharing knowledge and experience both locally and globally, you will contribute to a positive, supportive, and forward‑looking working culture. Collaborating closely with colleagues across Barclays, you’ll help deliver an excellent ‘One Barclays’ client experience, while refining operational processes and implementing solutions that enhance the team’s effectiveness.
Job Responsibility:
Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes
Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes
Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Wholesale Onboarding
Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness
Requirements:
Experience in client service, onboarding, or client lifecycle oversight within financial services
Considerable knowledge of sponsor structures, intermediary control, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD)
Experience directing high‑volume onboarding and supporting cross‑functional teams
Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms