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- Tasks: Manage client onboarding, ensuring a smooth experience and collaborating with various teams.
- Company: FIA Tech, a leader in tech for the derivatives industry, focused on innovation.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Be the face of FIA Tech and shape the future of our platforms.
- Qualifications: Experience in onboarding and project management, with strong communication skills.
- Other info: Join a fast-paced team dedicated to enhancing client experiences.
The predicted salary is between 36000 - 60000 £ per year.
FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of thirteen 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 industry. FIA Tech works in close partnership with the 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.
Position Overview
We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Manager 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.
The onboarding managers will also act as project manager, preparing project plans, coordinating teams and deliverables as well as preparing presentations and metrics to stakeholders.
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, specifically in the Block trading space, fee and commission management, and FIA Tech’s suite of products is preferred.
Key Responsibilities
- Manage end-to-end client onboarding processes, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct demos and product overviews to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Propose and develop new ideas and innovative strategies for achieving goals and solving challenges
- Create detailed project plans and dashboards to track metric milestones and provide regular updates and presentations to key stakeholders.
- 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 upselling and cross-sell opportunities during the onboarding process.
- 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
- Achieving 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 onboarding, process implementation and project management roles
- Knowledge of brokerage, derivatives markets ( Exchange Traded Derivative (ETD) 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
- Excellent problem-solving and analytical skills, with a focus on data-driven decision-making
- Customer-centric mindset with a commitment to delivering exceptional service
- A willingness to adapt to evolving processes and technologies.
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Client Onboarding Project Manager employer: FIA Tech
Contact Detail:
FIA Tech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Project Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at FIA Tech or similar companies. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Nail that interview prep! Research common questions for Client Onboarding Project Manager roles and practice your answers. We recommend using the STAR method to showcase your experience and problem-solving skills effectively.
✨Tip Number 3
Show off your passion for the industry! During interviews, share your insights on trading and clearing processes. This will demonstrate your knowledge and enthusiasm for the role, making you stand out as a candidate.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Client Onboarding Project Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in onboarding and project management. We want to see how your skills align with the role of Client Onboarding Project Manager, so don’t hold back on showcasing relevant achievements!
Show Off Your Communication Skills: Since this role involves a lot of collaboration and client interaction, it’s crucial to demonstrate your strong communication abilities. Use clear and concise language in your application to reflect how you can effectively engage with clients and stakeholders.
Highlight Your Problem-Solving Skills: We love candidates who can think on their feet! Share examples of how you've tackled challenges in previous roles, especially in onboarding or project management. This will show us that you’re ready to handle any bumps in the road during the onboarding process.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about FIA Tech and what we stand for.
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 exchange traded derivatives industry. Brush up on key concepts like trading processes, fee management, and the specific tools you’ll be using. This knowledge will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Project Management Skills
Prepare to discuss your experience with project management and onboarding processes. Have examples ready that demonstrate how you've successfully managed projects from start to finish, including any challenges you faced and how you overcame them. This will highlight your ability to lead and coordinate effectively.
✨Be Client-Centric
Since this role is all about enhancing client experience, think of ways you can demonstrate your customer-centric mindset. Share stories where you went above and beyond for clients or improved their onboarding experience. This will show that you understand the importance of client relationships in this position.
✨Prepare for Collaboration
FIA Tech values teamwork, so be ready to discuss how you’ve collaborated with different teams in the past. Think about specific instances where you worked with sales, technical teams, or other stakeholders to achieve a common goal. Highlighting your collaborative spirit will resonate well with the interviewers.
