Client Deal Services Associate

Barclays; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Barclays in London is seeking an Assistant Vice President within Client Deal Services to support Wholesale Onboarding, handling day-to-day processing, reviews, reporting and issue resolution, embedded with Front Office.

You will coordinate with Client Front Office, Operations, Product and support functions to drive complex customer journeys from initiation to readiness, while maintaining risk controls and governance.

Qualifications

• Experience with CIB clients and strong stakeholder management.
• Understanding onboarding, lifecycle management, and risk controls.
• Ability to coordinate Front Office, Operations, Product, and support teams.
• Experience in fast-paced, deadline-driven environments.
• Ability to drive process improvements with global teams and vendors.

Responsibilities

• Support Wholesale Onboarding with KYC processing, review, reporting, and issue resolution.
• Gather Customer Due Diligence information to onboard or refresh KYC per policy.
• Collaborate with bank teams to align Wholesale Onboarding processes.
• Identify improvements and provide change recommendations.
• Develop and implement onboarding procedures and controls to mitigate risk.
• Create reports and presentations on onboarding performance for senior stakeholders.
• Monitor industry trends to implement best practices in onboarding.
• Participate in projects to improve onboarding efficiency.

Skills

Onboarding & KYC coordination

Stakeholder management

Risk & controls focus

Cross-functional collaboration

Process improvement

Education

Bachelor's degree in Finance/Business

Job description

Join us as a Client Deal Services Associate, this role sits in a newly formed Client Deal Services team, fully embedded with theFront Office Investment Bank business, supporting client outreach, document collection, onboarding case coordination, and process optimisation.

The area covered will be Corporate and Investment Bank (CIB) therefore product knowledge is equally as important as a previous onboarding experience.

To be successful in this role you will have:

• Demonstrated experience working with CIB clients, with strong communication and internal and external stakeholder management skills.
• Good understanding of banking products and services, client onboarding and lifecycle management processes, with proven experience coordinating teams across Front Office, Operations, Product, and support functions to drive complex client journeys from initiation through to client readiness.
• Demonstrated experience in onboarding execution, deal coordination, and client readiness in a fast-paced, deadline-driven environment, managing competing priorities while maintaining a robust focus on risk and control.
• Good organisational and coordination skills, with the ability to manage multiple workstreams simultaneously and ensure delivery against critical deal and client timelines.
• Demonstrated experience driving continuous improvement and business change initiatives - partnering with global teams and third-party vendors to simplify processes and embed new ways of working to achieve business and operational outcomes.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job‑specific technical skills.

This role is located in London.

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 clients 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.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

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.