Onboarding Manager

Barclays

Whippany, NJ, US
Base: $64,000.00 - $87,000.00; bonus/equity: eligi...
Client service experience in financial services
Knowledge of sponsor structures and intermediary control
Familiarity with bsa, patriot act, fincen cdd regulations
The role supports Wholesale Onboarding by managing day-to-day processing, KYC reviews, and issue resolution for Financial Sponsors clients

Job Summary

  • The role supports Wholesale Onboarding by managing day-to-day processing, KYC reviews, and issue resolution for Financial Sponsors clients.
  • Candidates must possess considerable knowledge of regulatory frameworks including BSA, Patriot Act, and FinCEN CDD to ensure compliance.
  • Barclays offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and an incentive award eligibility.

Matching Summary

The role supports Wholesale Onboarding by managing day-to-day processing, KYC reviews, and issue resolution for Financial Sponsors clients.

Salary

Base: $64,000.00 - $87,000.00; Bonus/Equity: Eligible for incentive award; Benefits: Medical, dental, vision, 401(k), life insurance, paid leave

Skills & Requirements

Must-have

  • Client service experience in financial services
  • Knowledge of sponsor structures and intermediary control
  • Familiarity with BSA, Patriot Act, FinCEN CDD regulations
  • Experience directing high-volume onboarding processes
  • Proficiency with Salesforce, JB2, Boost platforms

Nice-to-have

  • Strong customer service orientation
  • Excellent communication skills
  • Microsoft Applications proficiency
  • Ability to drive continuous improvement
  • Strategic thinking and business acumen

Key Requirements

  • Experience in client service or onboarding within financial services
  • Considerable knowledge of regulatory frameworks (BSA, Patriot Act)
  • Familiarity with specific onboarding platforms (Salesforce, JB2, Boost)

Work Rights

Not specified

Tailored Resume

Cover Letter