Analyst, Client Service US

BBVA; New York (NY); Presencial; USD 85.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Generous benefits package

Descripción de la vacante

BBVA in New York is seeking a Client Service Analyst to coordinate corporate onboarding and lifecycle activities across Corporate Coverage, Global Markets and Global Transaction Banking.

You will partner with Global Bankers, clients and internal teams to ensure data accuracy, timely approvals and a smooth onboarding experience, with exposure to KYC/AML, legal, risk and compliance.

Formación

• Experience in client onboarding and lifecycle management within Corporate & Investment Banking.
• Strong organizational skills and attention to detail; able to manage tasks independently.
• Understanding onboarding workflows across Coverage, Global Markets, and Global Transaction Banking.

Responsabilidades

• Facilitate onboarding and lifecycle activities for corporate clients across major Banking teams.
• Route onboarding requirements to the appropriate business units.
• Own onboarding requests from intake to completion, including product enablement.
• Review data for completeness and resolve missing information.
• Act as single point of contact for onboarding cases and coordinate documentation.
• Support onboarding cases with bankers, clients, and internal teams to ensure smooth experience.
• Coordinate with KYC/AML, Legal, Compliance, Risk, Operations, Tax and tech teams.
• Monitor case progress and escalate blockers to the right team.
• Guide business teams on submission requirements and resolve rejections.
• Follow up on registrations in non-integrated systems; maintain case records.
• Support KPI reporting and identify recurring issues for improvements.
• Contribute to procedures and training materials as needed.

Conocimientos

Client onboarding

Client lifecycle management

KYC coordination

Account opening

Regulatory awareness

Organizational skills

Stakeholder communication

Workflow tools

Fluent English

Herramientas

Microsoft Office

Google Workspace

Workflow management tools

Descripción del empleo

Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

About the job

About the Area: Client Service is a CIB capability designed to facilitate and coordinate the client onboarding process in the United States. The team supports Corporate Coverage, Global Markets and Global Transaction Banking, providing consistent operational coordination across client onboarding and lifecycle enablement activities.

The team operates with end-to-end operational request ownership and centralized client outreach, working closely with specialist teams and the global Client Service organization to support a consistent and homogeneous model across geographies. The Client Service Analyst will support and facilitate onboarding for corporate clients, coordinating documentation, communications and operational follow-up with Global Bankers, clients and internal specialist teams.

Key Responsibilities

• Facilitate day-to-day onboarding and client lifecycle enablement activities for corporate clients across Corporate Coverage, Global Markets and Global Transaction Banking.
• Work with business teams to understand onboarding requirements associated with new products or business activities and help route requests appropriately.
• Act as the operational owner of assigned onboarding and lifecycle enablement requests from initial intake through completion, including new corporate client onboarding, new product enablement and ongoing client enablement activities.
• Review incoming requests and supporting data for completeness and accuracy; follow up with requestors to address missing information or documentation.
• Act as the single operational point of contact for assigned corporate client onboarding requests until completion, coordinating documentation requests, resolving operational questions and managing communications with the appropriate internal stakeholders.
• Support corporate client onboarding cases, working with Global Bankers, clients and internal teams to help deliver a smooth onboarding experience.
• Coordinate with specialist teams, including KYC/AML, Legal, Compliance, Risk, Operations, Tax and relevant technology or registration teams, to follow up on pending actions.
• Monitor assigned case progress, identify delays or missing inputs, follow up proactively and upscale blockers or complex issues to the appropriate team or manager.
• Guide business teams on request submission requirements and support the resolution of rejections or rework related to data quality or completeness.
• Follow up on required registrations in systems not directly integrated with the request entry process, including relevant operational platforms.
• Maintain accurate case records, track agreed turnaround times and provide clear status updates to business stakeholders and the Client Service team.
• Support KPI reporting and identify recurring operational issues, contributing practical suggestions to improve turnaround times and the onboarding experience.
• Apply common operating standards aligned with the global Client Service model, share local operational insights and contribute to procedures and training materials as needed.
• Handle requests in accordance with internal policies, procedures and applicable regulatory requirements, escalating control concerns when identified.

Knowledge & Skills

• Experience or exposure to client onboarding, client lifecycle management, KYC coordination, account opening or related operational activities, preferably within Corporate & Investment Banking.
• Strong organizational skills, attention to detail and ability to follow established processes and manage assigned tasks independently.
• Understanding of onboarding workflows and the interactions among Coverage, Global Markets, Global Transaction Banking, Compliance, Legal, KYC/AML, Risk and Operations.
• Experience interacting with corporate clients, bankers or internal specialist teams is an advantage.
• Ability to manage multiple concurrent requests, prioritize tasks, follow up consistently and maintain accurate records.
• Basic working knowledge of relevant onboarding requirements, including KYC, AML and sanctions; familiarity with other applicable regulatory requirements is a plus.
• Specialist technical expertise is not required.
• Good coordination, problem-solving, stakeholder communication and escalation skills.
• Comfort using workflow management tools, reporting dashboards, Microsoft Office and Google Workspace applications.
• Fluent English required; Spanish is considered a plus.

Other Skills

• Clear, professional written and verbal communication skills, with the ability to build effective working relationships with clients, bankers and specialist teams.
• Strong client-service orientation, reliability and a sense of ownership for assigned tasks and follow-up.
• Proactive and solutions-oriented approach, with willingness to collaborate across teams and escalated issues appropriately.
• Continuous-improvement mindset and openness to learning new onboarding processes and tools.
• Ability to work under pressure, manage competing priorities and follow actions through to completion.
• Collaborative mindset and comfort working across functions, products and geographies within a developing global operating model.
• High level of professionalism, responsiveness and attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Compensation & Benefits

With respect to this position in our New York Office, the expected base salary ranges from $85,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Legal requirements It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)). Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: [e-mail] or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*. *The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.

EEO Statement

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.

Company Culture

We are more than 121,000 colleagues across 25 countries, working in multidisciplinary teams where we understand the importance of work-life balance. We support our clients in the energy transition and are committed to inclusive growth. We are pioneers in adopting disruptive technologies that will shape the financial industry. Dare to define the future of banking!