Client Lifecycle Management Associate

BBVA; New York (NY); On-site; USD 102,000 - 125,000; Full time

Benefits offered by this job

Generous benefits package

Discretionary bonus

Job summary

BBVA in New York is seeking an onboarding coordinator to manage end-to-end processes for institutional clients. You will liaise with Global Bankers, Compliance, Operations and KYC teams to ensure a seamless onboarding experience, handling documentation, ownership structures, and timelines.

The role emphasizes coordinating across multiple teams, maintaining client service standards, and driving process improvements to shorten turnaround times. Fluency in English is required; Spanish is a plus.

Qualifications

• Previous experience in client onboarding, lifecycle management, KYC coordination, or related roles within Corporate & Investment Banking or Financial Institutions.
• Experience working with bankers and institutional clients in fast-paced environments.
• Strong understanding of onboarding workflows and coordination across Banking, Compliance, Operations and KYC teams.

Responsibilities

• Coordinate end-to-end onboarding for new and existing institutional clients across sectors.
• Work with Global Bankers to initiate and manage onboarding requests for a smooth process.
• Serve as primary contact between Global Bankers, clients, and onboarding teams (COD).
• Collect, validate, and follow up on required documentation for onboarding.
• Manage client ownership structures and group hierarchies in risk systems.
• Provide visibility on onboarding status, pending items, and milestones.
• Coordinate with Compliance, Legal, Operations and KYC to resolve onboarding queries.
• Monitor pipelines, identify bottlenecks, and escalate when needed to meet timelines.
• Ensure requests comply with internal procedures and regulatory requirements.
• Maintain high client service standards and contribute to a seamless onboarding experience.

Skills

Client onboarding

KYC coordination

Stakeholder management

Regulatory awareness

Project coordination

Attention to detail

Multitasking

Microsoft Office

Onboarding/workflow systems

English fluency

Spanish a plus

Tools

Microsoft Office

Job description

• The Global Institutional Business CIB unit is responsible for managing and driving business with institutional clients through Corporate and Investment Banking products (Global Markets, Global Transactional Banking, and Investment Banking and Finance).
• To perform these functions, Global Institutional Business CIB is organized into five main activity sectors: Banks, Wealth and Asset Managers, Insurance, Public Sector, and Financial Sponsors.
• The area has just redefined its strategic approach, called ASP3N, which aims, among other objectives, to evolve the income mix between corporate and institutional clients from current levels (approximately 2/3 - 1/3) to near parity by 2029 through a comprehensive front to back business transformation.
• BBVA's new institutional business will be structured around two main pillars: a) product Development (understood comprehensively, including not only trading but also IT, operations, risks, etc.) and b) a new commercial coverage model, which seeks to increase specialization, enhance the level of client interaction, and improve commercial processes.
• To support this growth strategy, we are creating a new role within Client Strategy & Profitability to strengthen onboarding capabilities and enhance client lifecycle management. The role will focus on onboarding coordination, client interaction and stakeholder management, helping Global Bankers deliver a seamless and efficient onboarding experience for institutional clients.

Key Responsibilities:

• Coordinate and manage the end-to-end onboarding process for new and existing clients across GIB sectors including Banks, Wealth & Asset Management, Insurance, Public Sector and Financial Sponsors.
• Work closely with Global Bankers to initiate and manage client onboarding requests, ensuring a smooth and efficient onboarding experience.
• Act as the primary point of contact between Global Bankers, clients, and internal onboarding teams (COD).
• Liaise directly with clients to collect, validate and follow up on required documentation and information necessary for onboarding activities.
• Coordinate and process client economic and ownership structures, ensuring that group hierarchies, parent/subsidiary relationships and related entities are accurately represented within business and risk management systems.
• Support Global Bankers throughout the onboarding lifecycle by providing visibility on onboarding status, pending items and key milestones.
• Coordinate with Compliance, Legal, Operations and KYC teams to facilitate resolution of onboarding-related queries and outstanding items.
• Monitor onboarding pipelines, proactively identify bottlenecks and **escalate** issues where necessary to ensure onboarding timelines are met.
• Ensure onboarding requests are accurately submitted and processed in accordance with internal procedures and regulatory requirements.
• Maintain high standards of client service and contribute to delivering a seamless onboarding experience for institutional clients.
• Support process improvement initiatives aimed at enhancing efficiency and reducing onboarding turnaround times.

Knowledge & Skills:

• Previous experience in client onboarding, client lifecycle management, KYC coordination, account opening or related roles within Corporate & Investment Banking or Financial Institutions.
• Experience working closely with bankers and institutional clients in a fast-paced environment.
• Strong understanding of onboarding workflows and coordination across Banking, Compliance, Operations and KYC teams.
• Knowledge of Client Lifecycle Management processes within Financial Institutions across the Corporate & Investment Banking environment is considered a plus.
• Ability to manage multiple onboarding cases simultaneously while maintaining strong attention to detail.
• Understanding of onboarding regulatory requirements (KYC, AML, sanctions, MiFID, EMIR, etc.) is beneficial, although deep technical compliance expertise is not required.
• Strong organizational, coordination and stakeholder management skills.
• Familiarity with institutional client types and investment banking environments is considered a plus.
• Proficiency in Microsoft Office applications and onboarding/workflow management systems.
• Fluent English required; Spanish is considered a plus.

Other Skills:

• Excellent interpersonal and communication skills with the ability to interact confidently with Global Bankers, clients and senior stakeholders.
• Strong client-service orientation and ability to build trusted relationships with both internal and external stakeholders.
• Proactive and solutions-oriented mindset with strong ownership and accountability.
• Strong follow-up skills and ability to drive processes to completion.
• Ability to work under pressure and manage competing priorities effectively.
• Collaborative team player with strong coordination capabilities across multiple teams and geographies.
• 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.

With respect to this position in our New York Office, the expected base salary ranges from $102,000 to $125,000. 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.

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