Client Lifecycle Manager -Markets

Job Description

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internalcompany benchmarks. As a Barclays Client Lifecycle Manager you will be part of the Generalist Sales team based in London. Your focus will mainly be on Clients in London and Europe, whilst also supporting Middle East and Asia-based clients. You will be responsible for managingthe desks client lifecycle processes as part of Generalist Sales, and day-to-day interactions will likely include a broad range of internal teams; Onboarding, Research Services, Client Strategy, Business Management, Operations, and Finance. You will alsointeract with the wider business; Sales Trading, Research, Banking, Trading, Delta 1, and related groups across New York, London and Asia. Barclays is one of the worlds largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive, and creatingfinancial and digital solutions that the world now takes for granted. Hybrid WorkingWe are currently operating in a hybrid working environment, meaning that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. Please discuss the detail of the working pattern optionsfor the role with the hiring manager. What will you be doing Onboarding new clients; working both with clients and internal onboarding teams to expedite process Owning the Research trial process; tracking existing/prospect/completed trials, setting up with Research Services team, and organizing transition to full agreement Reviewing existing client packages; assess economics and resource consumption, utilise interactions and readership data for sensible account management Managing renewals; tracking progress and ensure all relevant notes are diligently captured at each step Marketing of group calls; set up with Roadshows team, analyze readership data and review list of past attendees, manage pipeline of future calls You will have ownership of all lists for the desk, ensuring additions and deletions are captured in a timely manner You will be in charge of opportunity identification; work closely with Client Strategy to identify new revenue opportunities Assisting with ad-hoc requests (of which there are many, given the number of clients) and new projects What were looking for: Motivated and dedicated person, team player who will fit perfectly into the department and the bank and can work thoughtfully and logically Excellent and clear communicator Motivated to learn and proactively seeks responsibility Tenacious and self-motivated and possess the ability to work in a pressured environment Skills that will help you in the role: CFA level 1 or economics background will be helpful Some banking experience (ideally in Front Office) Significant experience with Excel Ability to work under pressure and multi task Where will you be working5 North Colonnade is home to our investment bank and is in the heart of Canary Wharf, just a short walk from our headquarters at Churchill Place. It boasts an array of onsite amenities such as dry cleaner as well as a deli and buffet style staff restaurant.The building is easily accessible by tube, docklands light railway and all major bus links. The atmosphere is second to none with a real buzz being created around the offices within.