Thursday , March 30 2023

Lloyds Jobs in Edinburgh – Assistant Client Manager

Website Lloyds

Job Description:

The Markets Onboarding Team within Commercial Banking Market Operations which is a team in Markets and Lending Delivery. We undertake a range of onboarding activities to support Market clients, Sales and Relationship Management (Coverage) teams.

Job Responsibilities:

  • This role is an excellent opportunity for a highly motivated and pro-active self-starter, who is looking to further their career within Commercial
  • Banking. The successful candidate will need to be able to build effective relationships with both clients and colleagues.
  • An opportunity has arisen for a role within Commercial Banking Market Operations to onboard Financial Institutions, Large Corporates, Mid
  • Corporates and SME clients for CB Markets products. These products include interest rate derivatives, foreign exchange, Money Market deposits, Gilts, repurchase agreements (Stock Lending) and platform trading.
  • The Onboarding team is a centre of excellence and takes ownership of the o boarding journey before trading can commence. The Client Manager assistant role is a critical position that owns the onboarding experience to ensure the client experience is first class.

Job Requirements:

  • Conduct regular pipeline meetings with support areas and stakeholders to ensure appropriate prioritisation of onboarding work.
  • Ensure compliance with all LBG policies and applicable industry regulations according to counterparty geographic jurisdiction and product type (for example Dodd-Frank, EMIR, MiFID, FATCA).
  • Have a basic knowledge of “Know Your Client” (KYC) / “Anti-Money Laundering” (AML) requirements
  • Liaise with all internal (sales and relationship managers) and external (client) stakeholders to gather the specific requirements for each on-boarding, to agree on prioritisation to ensure the on-boarding process is seamless for the client, and to maintain dialogues to update on progress.
  • Allocate to support teams, and oversee progress of all the various sub-tasks required for each onboard.
  • Gather documentation/data from multiple sources (internal, third-party, client, etc) to support the onboarding requirements (for example credit, regulations, legal and operations).
  • Understand and implement the process for the end-to-end onboarding of Markets products.
  • Manage a pipeline of on-boarding cases, tracked via our online on-boarding tool (JIRA).
  • Identify and implement process improvements to ensure a better client journey throughout the onboarding process.
  • Represent Market Operations in any ongoing LBG projects that impact on-boarding.
  • Perform satisfaction reviews with clients on completion of on-boardings to identify areas for potential improvement.
  • Identify process enhancements to increase operational efficiency which benefit either clients or colleagues and working with other business units / teams to implement a more streamlined process.

Qualification & Experience:

  • Excellent influencing skills and a pro-active approach are essential as you’ll be required to interact with executives and build your internal network with senior stakeholders. Strong commercial awareness and judgement would also be a useful advantage in this role.

Job Details:

Company: Lloyds

Vacancy Type:  Full Time

Job Location: Edinburgh, Scotland, UK

Application Deadline: N/A

Apply Here