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- Tasks: Join our team as an Onboarding Specialist, facilitating smooth client onboarding processes.
- Company: Be part of a leading global financial services organisation known for innovation and excellence.
- Benefits: Enjoy a hybrid work model with competitive pay and opportunities for professional growth.
- Why this job: This role offers a dynamic environment where you can make a real impact on client experiences.
- Qualifications: Experience in onboarding or financial services, with strong analytical and organisational skills required.
- Other info: This is a 10-month contract position based in Edinburgh, with flexible office days.
The predicted salary is between 45000 - 63000 £ per year.
Location: Edinburgh (Hybrid, 2-3 days in the office per week)
Contract Type: 10-Month Fixed Term Contract
Rate: £250 - £300 per day (PAYE)
Are you an experienced onboarding professional with a strong understanding of fund accounting and an eye for process optimisation? We are excited to present an excellent opportunity to join a leading global financial services organisation, known for its exceptional standards and commitment to innovation. This role offers a chance to work in their Edinburgh office within a dynamic and collaborative environment.
The Role
As an Associate Onboarding Specialist, you will be an integral part of the EMEA Onboarding team. This team is responsible for facilitating seamless onboarding processes and supporting various phases of client onboarding projects. You will work closely with stakeholders across multiple regions and functions, delivering impactful results and ensuring a smooth onboarding experience.
Key Responsibilities:
- Understand and articulate the impact of assigned onboarding projects, ensuring alignment with business objectives.
- Build and maintain strong working relationships with internal and external stakeholders.
- Provide ongoing support throughout all assigned phases of the onboarding process.
- Gather, understand, and document business requirements, ensuring alignment with operational needs.
- Develop and review detailed operating models for new and existing clients.
- Define and document key requirements, including interfaces, processes, and data flows.
- Collaborate with Subject Matter Experts (SMEs) and business partners to develop and implement solutions.
- Actively resolve business issues and coordinate with cross-functional teams to drive progress.
- Assist in project coordination efforts to ensure timely and successful completion.
- Deliver training programs and materials as required.
- Work closely with managers to identify and manage project risks effectively.
Technical Skills & Knowledge:
- Detailed knowledge of fund accounting and/or custody services.
- Familiarity with operational processes and workflows within financial services.
- Strong understanding of CIB (Corporate and Investment Banking) products.
- Knowledge of project lifecycle methodologies, governance structures, and risk management practices.
- Advanced proficiency in Excel, with experience in data analysis and reporting tools.
- Excellent analytical, organisational, and problem-solving skills.
About You:
You bring proven experience in onboarding or a related operational role within financial services. You are detail-oriented and able to manage multiple priorities effectively. You thrive in a fast-paced, collaborative environment and are comfortable communicating with diverse stakeholders. You demonstrate a proactive and solutions-driven mindset, with a strong commitment to delivering excellence.
Onboarding Specialist employer: McGregor Boyall
Contact Detail:
McGregor Boyall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the specific onboarding processes used in financial services, particularly in fund accounting. Understanding these processes will help you speak confidently about how you can contribute to optimising them during your interview.
✨Tip Number 2
Network with current or former employees of the company to gain insights into their onboarding practices and culture. This insider knowledge can give you an edge in demonstrating your fit for the role and your understanding of their operations.
✨Tip Number 3
Prepare examples from your past experience that showcase your ability to manage multiple priorities and resolve business issues. Be ready to discuss specific situations where you successfully collaborated with stakeholders to achieve project goals.
✨Tip Number 4
Brush up on your Excel skills, especially in data analysis and reporting. Being able to demonstrate your proficiency in these areas during the interview can set you apart, as they are crucial for the role of an Onboarding Specialist.
We think you need these skills to ace Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding and fund accounting. Use specific examples that demonstrate your understanding of operational processes and your ability to manage multiple priorities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention how your skills align with the key responsibilities outlined in the job description, particularly your experience with stakeholder management and project coordination.
Highlight Technical Skills: Emphasise your technical skills, especially your proficiency in Excel and any data analysis tools you are familiar with. Provide examples of how you've used these skills in previous roles to optimise processes or solve problems.
Showcase Soft Skills: In your application, highlight your analytical, organisational, and problem-solving skills. Provide examples of how you've successfully communicated with diverse stakeholders and contributed to a collaborative environment.
How to prepare for a job interview at McGregor Boyall
✨Showcase Your Onboarding Experience
Be prepared to discuss your previous onboarding roles and how they relate to the responsibilities of the Onboarding Specialist position. Highlight specific projects where you successfully facilitated onboarding processes and improved client experiences.
✨Demonstrate Your Knowledge of Fund Accounting
Since this role requires a strong understanding of fund accounting, brush up on key concepts and be ready to explain how your knowledge can benefit the team. Use examples from your past work to illustrate your expertise.
✨Prepare for Stakeholder Interaction Scenarios
Expect questions about how you would build and maintain relationships with internal and external stakeholders. Think of examples where you effectively communicated and collaborated with diverse teams to achieve project goals.
✨Highlight Your Problem-Solving Skills
The role involves resolving business issues and coordinating with cross-functional teams. Prepare to share instances where you identified problems, proposed solutions, and successfully implemented changes in a fast-paced environment.
