BBVA

Client Lifecycle Management Associate

New York · Senior · Contract

Work authorization required$102k-$125kDetected 30 days ago

Computer VisionAccessibilityStakeholder ManagementProcess ImprovementOnboardingCommunicationMicrosoft Office

About the role

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.

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.
Support Global Bankers throughout the onboarding lifecycle by providing visibility on onboarding status, pending items and key milestones.
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.
Ability to manage multiple onboarding cases simultaneously while maintaining strong attention to detail.
Strong client-service orientation and ability to build trusted relationships with both internal and external stakeholders.
Strong follow-up skills and ability to drive processes to completion.
Ability to work under pressure and manage competing priorities effectively.
We support our clients in the energy transition and are committed to inclusive growth.

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 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.
Knowledge & Skills: Previous experience in client onboarding, client lifecycle management, KYC coordination, account opening or related roles within Corporate & Investment Banking or Financial Institutions.
Knowledge of Client Lifecycle Management processes within Financial Institutions across the Corporate & Investment Banking environment is considered a plus.
Understanding of onboarding regulatory requirements (KYC, AML, sanctions, MiFID, EMIR, etc.) is beneficial, although deep technical compliance expertise is not required.

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.
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.
Proactive and solutions-oriented mindset with strong ownership and accountability.
High level of professionalism, responsiveness and attention to detail.
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.
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.

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.
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.
Leave your resume We are more than 121,000 colleagues across 25 countries, working in multidisciplinary teams where we understand the importance of work-life balance.
With respect to this position in our New York Office, the expected base salary ranges from $102,000 to $125,000.
Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained.
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.

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

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.

Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation.
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.
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.

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 spons

This listing is sourced directly from BBVA's careers page and normalized into a canonical job model.