Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

• Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
• Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
• Deepens and enhances existing relationships with institutional clients during client meetings and interactions
• Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
• Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Apply process, product and platform expertise from knowing the BAU to support the change program / PMO with technical details
• Ability to support requirement writing/preparation for initiatives and transformation programs (funded and unfunded)
• Design thinking knowing the process and using knowledge to create design solutions in process
• Understand external onboarding environment and industry developments to ensure design supports competitive advantage
• Ensure BofA is industry leading in onboarding - exceeding expectations, enhancing the on-boarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding
• Communicates, influences and negotiates both vertically and horizontally to obtain or leverage necessary resources.
• Accountable for analyzing present-state, developing alternative future-state approaches, and facilitating implementation.
• Creates a clear, coherent, approach to guide effective program/initiative setup, execution, and control.
• Integrates knowledge of end-to-end business process into program planning and decisioning processes.
• Develop, maintain, and report on an overall integrated delivery plan.
• Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes.

• 2-3 years On-boarding experience (asset managers, hedge funds, or other client types)
• Working knowledge of AML / KYC and Regulatory requirements for client on-boarding
• Executive Level written and verbal skills
• Detail-oriented to ensure quality and accurate work product
• Comfortable working under defined timelines
• Strong Microsoft Office (Work, Excel, PowerPoint, Visio, Outlook)
• Executive Presence
• Ability to manage priorities
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

• Attention to Detail
• Legal Structures and Legal Forms
• Oral Communications
• Prioritization
• Recording/Organizing Information
• Written Communications
• Data Collection and Entry