Analyst, Client Service US

BBVA•New York, NY
•$85,000 - $100,000

About The Position

The Client Service Analyst supports and facilitates onboarding for corporate clients in the United States, coordinating documentation, communications and operational follow-up with Global Bankers, clients and internal specialist teams. Client Service is a CIB capability that coordinates client onboarding for Corporate Coverage, Global Markets and Global Transaction Banking, with end-to-end operational request ownership and centralized client outreach. The team works with specialist teams and the global Client Service organization to support consistent operations across geographies. The analyst owns assigned onboarding and client lifecycle enablement requests from initial intake through completion. The role reviews requests and supporting information, coordinates documentation and stakeholder communications, monitors progress, addresses missing inputs, and escalates delays or complex issues. Specialist teams retain technical ownership and decision-making in their respective areas. The position also maintains accurate case records, tracks turnaround times, supports KPI reporting and contributes to operational improvements, procedures and training materials. Work must follow internal policies, procedures and applicable regulatory requirements. The position is based in BBVA's New York Office. U.S. employment eligibility is required; BBVA will not pursue visa sponsorship.

Requirements

  • Experience or exposure to client onboarding, client lifecycle management, KYC coordination, account opening or related operational activities; preferably within Corporate & Investment Banking.
  • Strong organizational skills, attention to detail, and ability to follow established processes and manage assigned tasks independently.
  • Understanding of onboarding workflows and interactions among Coverage, Global Markets, Global Transaction Banking, Compliance, Legal, KYC/AML, Risk and Operations.
  • Ability to manage multiple concurrent requests, prioritize tasks, follow up consistently and maintain accurate records.
  • Basic working knowledge of onboarding requirements, including KYC, AML and sanctions.
  • Good coordination, problem-solving, stakeholder communication and escalation skills.
  • Comfort using workflow management tools, reporting dashboards, Microsoft Office and Google Workspace applications.
  • Fluent English.
  • Clear, professional written and verbal communication skills and ability to build effective working relationships with clients, bankers and specialist teams.
  • Strong client-service orientation, reliability and ownership of assigned tasks and follow-up.
  • Proactive, solutions-oriented and collaborative approach, including willingness to escalate issues appropriately.
  • Ability to work under pressure, manage competing priorities and follow actions through to completion.
  • Professionalism, responsiveness and attention to detail.
  • Eligibility to work in the United States; visa sponsorship will not be pursued.

Nice To Haves

  • Experience within Corporate & Investment Banking.
  • Experience interacting with corporate clients, bankers or internal specialist teams.
  • Familiarity with other applicable regulatory requirements.
  • Spanish language skills.

Responsibilities

  • Facilitate day-to-day onboarding and client lifecycle enablement for corporate clients across Corporate Coverage, Global Markets and Global Transaction Banking.
  • Work with business teams to understand onboarding requirements for new products or business activities and route requests appropriately.
  • Own assigned onboarding and lifecycle enablement requests from intake through completion, including new corporate client onboarding, new product enablement and ongoing client enablement.
  • Review incoming requests and supporting data for completeness and accuracy, and follow up with requestors about missing information or documentation.
  • Serve as the single operational point of contact for assigned corporate client onboarding requests, coordinating documentation requests, resolving operational questions and managing communications with internal stakeholders.
  • Support corporate client onboarding cases in coordination with Global Bankers, clients and internal teams.
  • Coordinate follow-up on pending actions with KYC/AML, Legal, Compliance, Risk, Operations, Tax, technology and registration teams.
  • Monitor case progress, identify delays or missing inputs, follow up proactively, and escalate blockers or complex issues to the appropriate team or manager.
  • Guide business teams on request submission requirements and help resolve rejections or rework related to data quality or completeness.
  • Follow up on required registrations in systems not directly integrated with the request entry process, including relevant operational platforms.
  • Maintain accurate case records, track agreed turnaround times and provide clear status updates to business stakeholders and the Client Service team.
  • Support KPI reporting and identify recurring operational issues, offering practical suggestions to improve turnaround times and the onboarding experience.
  • Apply operating standards aligned with the global Client Service model, share local operational insights, and contribute to procedures and training materials as needed.
  • Handle requests in accordance with internal policies, procedures and applicable regulatory requirements, escalating control concerns when identified.

Benefits

  • Generous employee benefits package.
  • Eligibility for a discretionary bonus.
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