Client Onboarding Manager Resume Sample
Christy Collier
728 Ledner Route,
Los Angeles,
CA
+1 (555) 686 9900
Work Experience
Client Onboarding Manager
10/2017
-
PRESENT
Detroit, MI
- Know Your Customer (KYC)
- Responsible for reviewing incoming requests for new master agreements or amendments to existing master agreements, performing data quality exercises and assigning to negotiators to complete
- Post document negotiation, ensuring that all diligence activities are performed, including document storage, data entry, and other critical tasks towards ensuring compliance with our counterparty trading documentation requirements
- Responding to queries regarding netting, collateral disputes, and others relating to Legal documentation
- The ICG Markets Client Onboarding team is a global, cross asset class organization responsible for both the client experience during the on-boarding process and the overall quality of any new client/customer data. Client Onboarding is part of Citi’s Information Services Group (ISG)
- Owns client onboarding and implementation of Treasury & Card products and services , covering Community Bank sales teams
- Directly interface with and lead the Client through the implementation process of the requested treasury solution from set up through hand-off to service team
- Revalidate product feature and functionality with the clients to ensure full understanding of service to meet their business requirements
AM, Jpms Client Onboarding Manager, VP
02/2015
-
07/2017
Boston, MA
- Work closely with Sales, Product Management, Operations, IT and partners, coordinating all functional project tasks to ensure timely implementation of the product or service to the client’s satisfaction
- Track and manage all critical tasks and roles/responsibilities through the use of Standardized Task Plans and Tools
- Escalate any product or client issues for timely resolution
- Delivers or coordinated delivery of standardized client training to meet the unique client business need
- Ensures adherence to compliance processes and procedures
- Exceed expectations of clients as measured through client surveys
- Complete assigned implementations on time or early to accelerate revenue streams and client success
Cib-latam Client Onboarding Manager
02/2009
-
10/2014
San Francisco, CA
- Ensure Sales teams are enabled to focus on Sales by acting as trusted partner in owning client onboaring activities
- Deep operational knowledge of KeyBank systems and Treasury Services products
- Handle complex situations and make decisions independently
- Build and own relationships with senior members of the firm’s infrastructure groups including but not limited to the Business, Credit, Legal, Risk, KYC and Accounts Control
- Review samples of each team’s work and enforce procedures and controls
- Continually look for ways to improve cycle times of onboarding requests to operate within SLA’s for cash and derivative items
- Member of a high performing team
- Visible strategic role
Education
Benedictine University - Naperville Campus
2003 - 2008
Bachelor's Degree in Management
Professional Skills
- Superior organizational and time management skills. Project Experience - including preparing schedules, tracking deliverables and reporting status
- Excellent Interpersonal skills – ability to build relationships quickly and to gain respect/influencewith key clients/internal contacts
- Strong interpersonal skills, ability to communicate and negotiate at all levels
- Provide direction or support to less experienced staff, as well as participate in the development of their skillset
- Prior client on-boarding experience – preferable
- Strong ethics and a demonstrated sense for doing what’s right for our customers, clients, business and shareholders
- Proven years of experience within Banking and Financial services
How to write Client Onboarding Manager Resume
Client Onboarding Manager role is responsible for reporting, credit, finance, training, integration, trading, design, research, insurance, automation.
To write great resume for client onboarding manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Onboarding Manager Resume
The section contact information is important in your client onboarding manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Onboarding Manager Resume
The section work experience is an essential part of your client onboarding manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client onboarding manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client onboarding manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Onboarding Manager resume experience can include:
- Display adaptability in a dynamic Onboarding / KYC space. An individual who can work effectively with multiple global and senior stakeholders
- Assessing, executing and documenting any bespoke on boarding processes for different desks as required
- Working with our offshore APAC Client Onboarding team in Manila
- Attending the Regional FATCA calls related to FATCA reporting and implementation
- Managing the outsourced Team (TCS), (GIDA) and any other vendor and periodically evaluating their performance
- Working with other offshore APAC Client Onboarding teams in Hong Kong and Manila
Education on a Client Onboarding Manager Resume
Make sure to make education a priority on your client onboarding manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client onboarding manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Onboarding Manager Resume
When listing skills on your client onboarding manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client onboarding manager skills:
- EXcellent product knowledge and communication skills to interact with clients, sales and traders for Global Markets
- Ensuring the continued progression of the on boarding request through the processes as quickly and effectively as possible
- Good working knowledge and experience of ODI regulations and onboarding practices
- Responsible of coaching the staff and developing their skills
- Strong working knowledge of AML requirements globally. Effective in processing clients' KYC records
- Experience in the asset management or similar financial services industry experience desired
List of Typical Experience For a Client Onboarding Manager Resume
1
Experience For AM, Jpms Client Onboarding Manager, VP Resume
- Manage the part of Account Service Unit Department in Olsztyn
- Motivate the team through constant interaction with the team. Lead by example. Be a team player
- Optimize manpower to achieve productivity levels
- Identify and develop high performers for next level jobs/ positions
- Act as the owner of each implementation project for assigned market segment
- Develop, lead and execute onboarding assignments, notify all involved parties of their assigned tasks, and follow through to successful completion of onboarding
2
Experience For AM, AML / KYC Client Onboarding Manager, VP Resume
- Assist sales team exceed revenue and sales activity goals
- Provide recommendations and cross sell opportunities
- Communicate with clients and internal partners on regular basis, in a collaborative and proactive manner
- Follow up with clients to ensure that we deliver on what is promised
- Develop and leverage industry knowledge, as well as treasury systems and operations knowledge to provide high-level consultative value
- Demonstrate a commitment to the bank’s Risk Vision including the bank’s anti-money laundering (AML) policies, Bank Secrecy Act (BSA), and other relevant operational, compliance and risk management-related requirements, and follow policies and procedures that support Client Delivery and implementation objectives
- Providing daily advice guidance and approvals of clients in accordance with the Asia Client Identification Programme - this is at the initial onboarding and ongoing periodic review stage
- Coordinate and manage of client on-boarding activities or client projects post on boarding (detailed plan, risk, issues and action logs) across SGSS business lines and support functions
3
Experience For Cib-latam Client Onboarding Manager Resume
- Oversight and report on existing arrangements to ensure business objectives were met
- Lead the project management and work alongside subject matter experts (SMEs)
- Contribute to implement new products/solutions
- Provide pre/post support on intermediary arrangements internally and to external clients
- Contract review and interpretation (initial contract review to insure business terms are included/correct and identifying any internal pricing approvals needed). Draft fee schedules of the contracts
- Provide ad hoc and routine reporting including
- Assist clients with contractual fund availability and pricing/rebate/service fee questions (internal and external)
4
Experience For Client Onboarding Manager Resume
- Assist sales, operations, finance and others with contractual inquiries related to pricing, processes, platform availability, and other regulatory matters
- Obtain necessary internal contract sign-offs and arrange contract executions
- Substantial collaboration with business partners and internal parties to move deals forward to completion
- To work in a small team responsible for onboarding of new investment managers and investors onto a new managed account type construct within WTW Investment division
- Analysing and agreeing pipeline of new managers and/or clients to ensure that relevant funds can be established and launched in a risk-managed and efficient manner in order to meet our growth targets
- Responsible for resolving all issues related to Account opening Documentation with all concerned parties at an escalation
- Co-ordinate across the team (Operations, Legal, Risk, Markets) ensuring all areas are
5
Experience For AM, Jpms Client Onboarding Manager, VP Resume
- Responsible for dealing with clients at the account opening level , walk them through the account opening checklist and assist them in Filling the Account opening documents
- Level for both Corporate and DCC Relationships
- Review the documentation checklist annually with legal and compliance to make sure it is in line with CBE requirements and Local regulations
- Responsible for resolving all issues related to account opening Maintenance with all concerned party at an Escalation level for both Corporate and SFS Relationships
- Responsible for the implementation of enhancement and automation of the dept. several tasks
- Preparation and update the department’s Local process manuals, to be aligned with the Global policy
- Responsible to conduct the user entitlements reviews
6
Experience For AM, AML / KYC Client Onboarding Manager, VP Resume
- Ensure that all the department process controls are in place and firmly adhered to
- Interaction with clients and several bank departments
- Good working knowledge of Markets Onboarding requirements from various stakeholders (KYC, Credit, Legal, Accounts Control, Reference Data, Markets Regulators etc.)
- Oversee the day-to-day escalation issues, design and direct procedures to ensure delivery of consistent results to client onboarding, off boarding and change management processes
- Act as the primary contact to internal stakeholders and CoE’s in regards to escalation, SLA discussion and monitoring, operational risk and control management, BCP coordination, and process transformation
7
Experience For Cib-latam Client Onboarding Manager Resume
- Responsible for providing leadership to the Onboarding team. Oversee the workload and activities of assigned staff in order to ensure the attainment of all service requirements in accordance with agreed upon service standards and Markets policies and procedures
- Be familiar with all aspects of the Markets products and be able to interact independently with Credit, Risk, Legal, Compliance, Product Management, Technology, Client Service and Relationship Management and Business Heads on the transition process of the relevant product
- Display adaptability in a dynamic Onboarding/KYC space. An individual who can work effectively with multiple global and senior stakeholders
- Serves as a role model to teams. Provide training and development opportunities to staff and promote succession pipeline
- Leading the project management during on-boarding (planning, execution, migration with both internal and client teams) or during client projects post on boarding
- Experience in KYC & AML processes and Counterparty Credit & Legal processes
8
Experience For Client Onboarding Manager Resume
- Challenges and drives change of process and procedures to improve client experience
- Knowledge of market trends and regulations
- To liaise with external clients in local language (German)
- Responsible for completing KYC, opening of current accounts (includes requests and checks of set up of data) and setting up of domestic cash management products and services
- Assist the Global Manager in assuring internal policies and procedures and external regulations - across multiple jurisdictions - are adhered to along with acting as the Global Manager’s back up in his / her absence. Monitor procedure effectiveness, report deficiencies and recommend enhancement solutions. Conduct analyses and research for internal reports as required
List of Typical Skills For a Client Onboarding Manager Resume
1
Skills For AM, Jpms Client Onboarding Manager, VP Resume
- Experience with Treasury Services products and 2-4 years other relevant experience
- Extensive opportunities to excel project management skills
- Develop managerial and communication skills
- Bilingual Japanese/English communication skills desirable
- Experience with managing individuals on team, including providing performance feedback and holding regular 1:1’s
2
Skills For AM, AML / KYC Client Onboarding Manager, VP Resume
- Experience of communicating and presenting across all levels
- Experience in working within an international environment would be an advantage
- Experience in managing a team workflow on behalf of several individuals
- Proven history of proactively improving processes
- Experience of Investment Bank Onboarding cycle for Principal and Agency clients
- Min.3-5 years of experience in operations or corporate account opening
- Experience in Onboarding Institutional Clients
- Experience in customer servicing and project management
3
Skills For Cib-latam Client Onboarding Manager Resume
- Experience of functional migrations – as an asset
- Experience in the Financial Services desirable
- Strong Initiative & Proactive
- Experience in people management
- Financial services related experience
- Experience in Financial Services
- Proven stakeholder management ability with senior business and Legal representatives
- Strong command of spoken and written English, Cantonese, Mandarin
4
Skills For Client Onboarding Manager Resume
- Experience with Treasury Services products –or--
- Solid expertise of OneADP (Aim) Methodology and Implementation procedures
- Understanding of Corp Banking KYC rules and regulations
- Understanding of the current challenges facing the industry (increased regulation, Brexit implications, pressure on passive asset management regime, etc.)
- Managing external and internal stakeholders and run the client projects governance to report on-boarding progress, delivery status, issues and risks
- Working on restructuring the department’s process flow
- Owning the on boarding request from end to end
- Working with other offshore APAC Client Onboarding teams
5
Skills For AM, Jpms Client Onboarding Manager, VP Resume
- Completing some level of business analysis if required specifically
- Coordinating internal project stream if any
- Learning the required documentation for Localand foreign company
- Learning CBE regulation and Compliance
- Accountable for the onboarding of new clients including understanding and collating of customer KYC requirements
- Responsible for updating the deferral tracker and tracking the Account opening deferred Documents till closure of the deferral or blocking the account
6
Skills For AM, AML / KYC Client Onboarding Manager, VP Resume
- Constantly reviewing processes and proactively seeking opportunities for improvement, using both technology and process improvement
- Responsible for understanding and managing the impact of new regulations to the Investment Bank clients and the onboarding process
- Lead in-house support for client onboarding assignments (includes new implementations/onboarding, and maintenance of Transaction Banking products and services)
- Manage the regional Onboarding activities providing full transparency to stakeholders of the client onboarding process
- Responsible for attending the Regional Monthly calls and providing the Region with the required reports
- English Language in speech and writing
- Fluent in German, both in speech and writing
- Management of the execution of all tasks within the team, including Allocation, Completion, Query Management, and Quality Assurance
7
Skills For Cib-latam Client Onboarding Manager Resume
- Interpersonal & Relationship Building
- Knowledge of industry screening systems an advantage (e.g. LexisNexis)
- Success in contributing to business transformation/change projects
- Exposure to a complex and fast-paced challenging control environment
- Participate in client meetings and RFPs to provide insight to the onboarding process and develop client relationship with in-house staff
- Develop a network of contacts in Transaction Banking, Product and Client Services to assist in process management and problem resolution
- Responsible for FATCA reporting
- Responsible for preparing the staff job descriptions
8
Skills For Client Onboarding Manager Resume
- Responsible of up dating the website with any Local documentation requirement changes and get the necessary approvals
- Responsible of performing the staff End of year performance
- Identify and escalate issues with the onboarding request or processes
- Knowledge of High risk indicators and revision of complex structures and entity types
- Knowledge of project management methodologies (e.g. APMIC or Prince 2)
- Management and enforcement of the Risk and Control agenda across the function
- English at a fluent level
9
Skills For AM, Jpms Client Onboarding Manager, VP Resume
- Knowledge of other European language (French, German, Swedish, Italian, Spanish) would be an advantage
- Proficient knowledge of English (written and spoken)
- Manage department of equivalent size or more
- Proficient use of Microsoft Applications (Word, Excel, Access, Powerpoint)
- Knowledge of change management and implementation
- Fluency in a European language other than English
- English proficiency both written and spoken
- Broad knowledge of the IB structure, functions and their purpose/scope (Operations/Legal/Front Office/Risk and Regulatory Programme)
- Manage teams and partners
10
Skills For AM, AML / KYC Client Onboarding Manager, VP Resume
- Establish and maintain effective & constructive relationships with internal/external clients, vendors, and associates, earning trust & respect through demonstrating a consistent commitment to exceed expectations
- Regulatory engagement experience
- Superior ability to negotiate, mediate and facilitate
- Handle stress, peak volume periods, tight deadlines, etc
- Provide support, assistance and advice for our global client’s integration into Mastercard or third party systems utilising either REST or SOAP API technologies
- Highly visible Program Lead role with contact across TTS and O&T partners
- Interaction and exposure to multiple internal stakeholders
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