Treasury Sales Associate – Onboarding Specialist

Bank of America; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a motivated Treasury Sales Associate - Onboarding Specialist to support its North America Investment Management onboarding team. This role involves managing complex client onboarding processes while ensuring compliance with regulatory requirements. The successful candidate will engage with institutional clients and collaborate closely with internal teams to enhance onboarding workflows. Ideal for detail-oriented professionals with a background in treasury services.

Qualifications

• 5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.
• Experience with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.
• Familiarity with AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.

Responsibilities

• Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.
• Serve as the central point of contact for onboarding activity, including document collection and issue resolution.
• Conduct initial reviews of documentation for accuracy; initiate AML, KYC, and tax processes.

Skills

Communication

Problem-solving

Organizational skills

Attention to detail

Education

Bachelor's Degree or equivalent work experience

Tools

Microsoft Office

SalesForce

Tableau

Job description

Treasury Sales Associate – Onboarding Specialist

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Bank of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing the onboarding process for a wide range of complex global clients including asset managers, private capital firms, broker-dealers, and exchanges and plays a critical role in delivering a smooth and timely onboarding experience.

The Onboarding Specialist will work closely with Treasury Sales Officers (TSOs), clients, and internal partners across AML, Tax, Fulfillment and operations. The ideal candidate is a forward thinking problem solver with strong attention to detail, who can manage complex workflows and help identify ways to simplify and enhance existing processes.

This role offers the opportunity to work directly with clients, contribute to complex onboarding initiatives, and play a visible role in supporting Bank of America’s largest Global GPS clients with a best in class onboarding experience.

Key Responsibilities:

Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.

Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.

Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.

Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.

Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.

Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.

Provide clients and internal teams with regular updates, including progress trackers and detailed action items.

Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.

Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.

Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.

Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.

Job Qualifications:

Bachelor's Degree or equivalent work experience

5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.

Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.

Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.

Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.

Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.

Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.

Problem-solving mindset and interest in driving continuous improvement in onboarding processes.

Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.

Certifications in CTP, ACAMS, CAMS a plus but not required.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.