Client Onboarding Analyst
Client Onboarding Analyst

Client Onboarding Analyst

Chester Temporary 28000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Client Onboarding Analyst and ensure smooth client transitions post-M&A.
  • Company: Pontoon is an inclusive employment consultancy dedicated to enhancing workplace opportunities for all.
  • Benefits: Enjoy a competitive salary of £35,000 for a 6-month role in Chester.
  • Why this job: Be part of a dynamic team that values diversity and delivers exceptional client experiences.
  • Qualifications: Detail-oriented individuals with strong communication skills and a passion for client service are ideal.
  • Other info: This is a 5-day role, perfect for students looking for valuable experience.

The predicted salary is between 28000 - 42000 £ per year.

Job Title: Client Onboarding Analyst (5-Day Role in Chester) Location: Chester, United Kingdom Duration: 6 months £35,000 Job Description: We are seeking a detail-oriented and client-focused Client Onboarding Analyst to join our team for a short-term assignment in Chester. This role supports the EMEA region clients who are undergoing or have undergone Merger and Acquisition activities, ensuring that Know Your Customer (KYC) requirements and associated banking products and services are updated seamlessly. The ideal candidate will deliver an exceptional onboarding experience while maintaining compliance with regulatory and operational standards. Responsibilities: * You will implement treasury products and solutions for clients. * You will take ownership of the end-to-end resolution of projects. * You will conduct research using various bank systems and liaising with internal business partners to enable thorough and accurate responses to client enquiries. * You will respond to enquiries received from clients and Sales partners. * You will resolve conflicts while appropriately escalating concerns that may jeopardise client experience. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them

Client Onboarding Analyst employer: Pontoon

At Pontoon, we pride ourselves on being an exceptional employer, offering a collaborative and inclusive work culture that values diversity and fosters personal growth. As a Client Onboarding Analyst in Chester, you will benefit from a supportive environment that encourages professional development while working on meaningful projects that impact our EMEA clients. With competitive compensation and a commitment to employee well-being, we ensure that every team member feels valued and empowered to succeed.
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Contact Detail:

Pontoon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Onboarding Analyst

✨Tip Number 1

Familiarize yourself with KYC regulations and the specific banking products relevant to the EMEA region. This knowledge will not only help you understand the role better but also demonstrate your commitment to compliance during the interview.

✨Tip Number 2

Highlight any previous experience you have in client onboarding or project management. Be ready to discuss specific examples where you successfully resolved client issues or improved processes, as this will showcase your problem-solving skills.

✨Tip Number 3

Prepare to discuss how you handle conflicts and escalations. Think of a few scenarios where you managed difficult situations effectively, as this will illustrate your ability to maintain a positive client experience under pressure.

✨Tip Number 4

Research Pontoon and their approach to inclusivity and diversity. Being able to speak to their values and how you align with them can set you apart as a candidate who fits well within their culture.

We think you need these skills to ace Client Onboarding Analyst

Client Relationship Management
Attention to Detail
Knowledge of KYC Regulations
Project Management
Conflict Resolution
Research Skills
Communication Skills
Problem-Solving Skills
Understanding of Treasury Products
Ability to Work Under Pressure
Team Collaboration
Adaptability
Time Management

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Client Onboarding Analyst position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.

Tailor Your CV: Customize your CV to emphasize relevant experience in client onboarding, KYC processes, and project management. Use specific examples that demonstrate your attention to detail and client-focused approach.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the EMEA region's regulatory standards and how you can contribute to an exceptional onboarding experience.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at Pontoon

✨Understand KYC Requirements

Make sure you have a solid understanding of Know Your Customer (KYC) regulations and how they apply to the onboarding process. Be prepared to discuss your experience with KYC compliance and how you've ensured adherence in previous roles.

✨Showcase Your Detail Orientation

As a Client Onboarding Analyst, attention to detail is crucial. Prepare examples from your past work where your meticulous nature led to successful project outcomes or improved client experiences.

✨Demonstrate Conflict Resolution Skills

Be ready to share specific instances where you've successfully resolved conflicts or escalated issues appropriately. Highlight your ability to maintain a positive client experience even in challenging situations.

✨Familiarize Yourself with Treasury Products

Research the treasury products and solutions relevant to the role. Being knowledgeable about these offerings will help you engage more effectively during the interview and demonstrate your readiness to implement them for clients.

Client Onboarding Analyst
Pontoon
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  • Client Onboarding Analyst

    Chester
    Temporary
    28000 - 42000 £ / year (est.)

    Application deadline: 2027-01-01

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    Pontoon

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