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- Tasks: Manage client onboarding, ensuring a smooth and positive experience for new clients.
- Company: FIA Tech, a leading tech provider in the derivatives industry.
- Benefits: 30 days paid holiday, private medical insurance, and pension plan.
- Why this job: Be the face of FIA Tech and shape the future of our platforms.
- Qualifications: Experience in client onboarding and strong communication skills required.
- Other info: Dynamic environment with opportunities for professional growth and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
About US: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of eleven leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives broader industry, including exchanges, clearinghouses, clearing firms and other intermediaries, as well as independent software vendors, buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry. Our employee benefits include Private Medical Insurance, Dental Insurance, Group Life Assurance, Group Income Protection, Group Critical Illness, and Pension. Employees enjoy 30 days paid holiday in addition to Bank holidays.
Position Overview: We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Specialist will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech’s suite of products is preferred.
Key Responsibilities:
- Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct welcome calls and orientation sessions to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
- Provide training sessions to clients on platform usage, features, and best practices.
- Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Maintain accurate and up-to-date client records and documentation.
- Create and maintain comprehensive project plans and product enhancement documentation.
- Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
- Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process.
- Partner with new companies and lead their onboarding projects to FIA Tech systems.
- Serve as the key liaison between client and internal FIA Tech stakeholders.
- Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions.
- Join FIA Tech Working and User Groups to advocate for new product adoption, gain client feedback, etc.
- Achieve excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry.
Qualifications:
- Bachelor’s degree in finance, Economics, Business, or related field.
- Proven experience in client onboarding or customer success roles.
- Knowledge of or exposure to derivatives markets is preferred.
- Strong communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Technical skills, efficiency in Excel, knowledge of SQL and visualization tools preferred.
- Ability to work collaboratively in a fast-paced, dynamic environment.
- Detail-oriented with excellent organizational and time-management abilities.
- Problem-solving skills and the ability to think strategically about client needs.
- Customer-centric mindset with a commitment to delivering exceptional service.
- A willingness to adapt to evolving processes and technologies.
Senior Client Onboarding Specialist in City of London employer: FIA Tech
Contact Detail:
FIA Tech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Onboarding Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching FIA Tech and its products inside out. We want you to show genuine interest and knowledge during your chat. Think about how your skills can directly benefit their client onboarding process and be ready to share examples from your past experiences.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to remind them why you’re the perfect fit for the Senior Client Onboarding Specialist role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Senior Client Onboarding Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Client Onboarding Specialist. Highlight your experience in client onboarding and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background aligns with FIA Tech's mission. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've successfully tackled challenges in client onboarding or customer success. We’re looking for someone who can think strategically and adapt to evolving processes, so show us what you've got!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at FIA Tech!
How to prepare for a job interview at FIA Tech
✨Know Your Stuff
Make sure you have a solid understanding of FIA Tech’s products and the derivatives market. Brush up on key concepts and be ready to discuss how your experience aligns with their offerings. This will show that you're genuinely interested and prepared.
✨Showcase Your Relationship Skills
As a Senior Client Onboarding Specialist, relationship management is key. Prepare examples from your past roles where you've successfully built client relationships or resolved issues. Highlight your communication skills and how you can make clients feel valued.
✨Be Ready to Problem-Solve
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to troubleshoot during onboarding or implementation projects. Be specific about the challenges you faced and how you overcame them.
✨Ask Insightful Questions
Prepare thoughtful questions about the onboarding process and how FIA Tech measures client satisfaction. This not only shows your interest but also gives you insight into their operations. It’s a great way to demonstrate your proactive mindset.
