Client Onboarding Manager

4 months ago


Sydney, Australia BNP Paribas Full time

CLIENT ONBOARDING MANAGER (JOB NUMBER: C D000563)

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.
- BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
- BNP Paribas MixCity which fosters better representation of women at all levels of the organization
- Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
- BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

More information
BNP Paribas - Diversity & Inclusion Journey
BNP Paribas - The Bank Of Green Changes

Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year

**Position Purpose**

This role will primarily focus on project management for client onboarding projects covering scoping, planning, managing, executing, implementing and supporting the project. The Project Manager will be responsible for ensuring successful delivery of workstream tasks and will focus on reviewing/validating/monitoring detailed deliverables and milestones and ensuring risks and issues are assessed, mitigated and addressed. The role will involve managing local and offshore Operations, IT and project staff through a matrix management structure to achieve delivery.

**Key Responsibilities**
- Project planning, management, control & delivery.
- Direct and indirect management of project resources as required including workstream leads.
- Leading & facilitating client meetings to across a range of topics covering requirement analysis, solutioning, test planning, implementation planning, etc.
- Managing project risks, issues, interdependencies and quality; and acting as an escalation point for workstream issues.
- Managing all changes to requirements through a formally defined scope change process.
- Measuring and monitoring progress at clearly defined points in the process to ensure the project is delivered on time and within budget.
- Ensuring that all requirements, project plans, and changes to commitment are communicated to all affected team members and stakeholders including executive level steering committee members.
- Technical Understanding and oversight - utilizing financial services, funds management, custody or back-office administration industry experience and working closely with stakeholders to ensure in-depth understanding of current operating model, processes, end to end operations and IT flow with a focus on operational efficiency.
- Undertaking quality reviews of project deliverables to ensure they meet business needs and requirements, and adhere to the methodology, standards, and strategy.
- Ensuring the project team complies with relevant BNP project management methodologies, audit, security and compliance requirements.
- Support in preparation of Steering Committee papers and reporting to the local management team and other relevant business and client forums.
- Encouraging effective teamwork through collaboration, enabling the sharing of skills, experience and ideas.
- Contributing to the development and implementation of project/project management and client onboarding best practices across the Business Implementation team.

**Competencies (Technical / Behavioural)**
- **Communication (Verbal & Written)**: Expresses ideas effectively in a clear, concise and open manner appropriate for both individual and group situations. Listens effectively and identifies / responds to subtle verbal and non-verbal cues from others. Communicates effectively in written form. Expresses ideas clearly with appropriate organisation and structure, correct grammar, and language or terminology that is adjusted to the characteristics and needs of the audience.
- **Leadership**: Uses appropriate interpersonal styles and methods to inspire and guide individuals in a manner that provides clarity and direction and fosters loyalty and commitment. Rewards and recognises effort and achievement.
- **Delegation**:Enlists the talents of others to help meet objectives; allocates important activities and sufficient autonomy for others to exercise judgement and make



  • Sydney, New South Wales, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia State Street Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, Australia Avetta, LLC Full time

    Avetta's SaaS platform connects the world's leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active customers in...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Our client is a leading global fund manager seeking an experienced professional to join their Global Client Services team as a Client Implementation & Onboarding Manager for a 12-month contract.This position involves overseeing the end-to-end onboarding of separately managed client accounts, including coordinating contract negotiations, investment management...


  • Sydney, Australia Avetta Full time

    Avetta’s SaaS platform connects the world’s leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active...


  • Sydney, Australia State Street Full time

    Who we are looking for SSGM Client Service Solutions (“CSS”) is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding. The Client Onboarding & Maintenance team leads and manages the...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Manager to join our team in Sydney. As a key member of our Global Markets team, you will be responsible for managing the onboarding process for clients in Sydney, ensuring a seamless and efficient experience.Key ResponsibilitiesOwn the overall Client Onboarding experience in...


  • Sydney, New South Wales, Australia Citi Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Onboarding Manager to join our team at Citi. As a key member of our Institutional Client Onboarding team, you will be responsible for managing the onboarding process for our clients, ensuring a seamless and efficient experience.Key ResponsibilitiesManage the onboarding process for...


  • Sydney, New South Wales, Australia Quantaco Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Executive to join our team at Quantaco. As the first point of contact for new clients, you will be responsible for driving the completion of all onboarding processes to ensure a seamless experience.Key ResponsibilitiesProject manage the onboarding of new clients, working closely with the...


  • Sydney, Australia State Street Corporation Full time

    Who we are looking forSSGM Client Service Solutions (“CSS”) is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding.The Client Onboarding & Maintenance team leads and manages the institutional...


  • Sydney, New South Wales, Australia AMEX Full time

    Client Onboarding SpecialistAt American Express, we're committed to delivering exceptional customer experiences. As a Client Onboarding Specialist, you'll play a critical role in ensuring that our clients receive seamless onboarding services.Key Responsibilities:Manage and review case escalations and exceptionsDevelop and maintain relationships with key...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    {"title": "Client Onboarding Specialist", "content": "Job SummaryWe are seeking an experienced Client Onboarding Specialist to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will be responsible for ensuring that Know Your Client (KYC) account opening documentation complies with our global standards and local...


  • Sydney, Australia UBS Full time

    Australia - Operations - Group Functions **Job Reference #** - 294278BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - In Wealth Management we are the experts in how the firm operates. Our vision is to always...


  • Sydney, New South Wales, Australia Citi Full time

    Job SummaryCiti is seeking a highly skilled and experienced Senior Client Onboarding Manager to join our team. As a key member of our Institutional Client Onboarding department, you will be responsible for managing a team of professionals and contributing to the development of standards and processes within the sub-function.Key ResponsibilitiesTeam...


  • Sydney, New South Wales, Australia Quantaco Full time

    About the role:In this customer-centric position, you are the primary point of contact when a new business partner joins our platform, Quantaco. Leveraging project management expertise, you will drive the completion of all onboarding processes to ensure seamless integration and a smooth experience for our clients. Developing a deep understanding of how...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleWe are seeking an experienced Client Onboarding Specialist to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for ensuring that Know Your Client (KYC) account opening documentation complies with our global standards and any additional local regulatory requirements.Key ResponsibilitiesReview and...