Equity Swaps Client Service

Bank of America; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global financial institution in the City of London seeks a candidate for a role focused on client relationship management and operational efficiency. Responsibilities include onboarding and servicing clients while ensuring compliance with regulations. Candidates must have excellent communication skills and familiarity with equity derivatives. Offers a comprehensive benefits package including healthcare, flexible benefits, and support for community volunteering.

Benefits

Private healthcare

Competitive pension plan

20 days of backup childcare

Flexible benefits options

Access to mental health support

Charity donation matching

Arts & Culture membership opportunities

Community volunteering opportunities

Qualifications

• Prior experience working in a client-facing environment is essential.
• Ability to simplify the client experience and manage risks.
• Strong analytical skills and attention to detail necessary.

Responsibilities

• Improve and simplify client experiences.
• Ensure accurate and timely transactions.
• Support preparations of reports and drive operational initiatives.

Skills

Excellent communication skills – both written and verbal

Good client service ethic

Ability to manage multiple deadlines

Knowledge of Equity Derivatives and Delta One universe

Skills in Excel

Tools

VBA

Python

Job description

Job Description

This job is responsible for conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients’ needs.

Responsibilities

• Improves and simplifies the client experience, reducing manual touchpoints
• Ensures transactions are completed in an accurate and timely manner, managing escalations as needed
• Supports the preparation of frequent reports and other measures of data
• Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
• Identifies and flags potential risks in a timely manner

Essential Skills

• Excellent communication skills – both written and verbal
• Good client service ethic, with prior experience working in a client facing environment
• Ability to manage multiple deadlines and prioritise effectively
• Knowledge of Equity Derivatives and Delta One universe, preferably Swaps
• Skills in Excel required (VBA / Python preferred)

Benefits of working at Bank of America

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.