Onboarding Manager
Barclays PLC, Trenton, NJ, United States
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.
Qualifications
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
Other Highly Valuable Skills Include
Customer Service
Microsoft Applications
Good Communications Skills
Location: Whippany, NJ.
Minimum Salary: $64,000.00 | Maximum Salary: $87,000.00.
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances.
This role is eligible for an incentive award.
Purpose of the role
To support Wholesale Onboarding with day‑to‑day processing, reviewing, reporting, and issue resolution.
Accountabilities
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 client’s 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.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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Qualifications
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
Other Highly Valuable Skills Include
Customer Service
Microsoft Applications
Good Communications Skills
Location: Whippany, NJ.
Minimum Salary: $64,000.00 | Maximum Salary: $87,000.00.
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances.
This role is eligible for an incentive award.
Purpose of the role
To support Wholesale Onboarding with day‑to‑day processing, reviewing, reporting, and issue resolution.
Accountabilities
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 client’s 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.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
#J-18808-Ljbffr