Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client onboarding processes and enhance their experience with our innovative products.
- Company: FIA Tech, a leader in exchange traded derivatives technology.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Be the face of our organisation and shape the future of our platforms.
- Qualifications: Experience in onboarding, project management, and knowledge of derivatives markets preferred.
- Other info: Join a collaborative team and make a real impact in the fintech industry.
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.
#J-18808-Ljbffr
Client Onboarding Project Manager employer: FIA TECHNOLOGY SERVICES, LLC
Contact Detail:
FIA TECHNOLOGY SERVICES, LLC 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, attend relevant events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Client Onboarding Project Manager role.
✨Tip Number 2
Prepare for interviews by researching FIA Tech and its products. Understand their client onboarding processes and think about how your experience aligns with their needs. Show them you’re not just another candidate; you’re the one they’ve been looking for!
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in project management and relationship building can enhance the client experience at FIA Tech. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the FIA Tech team.
We think you need these skills to ace Client Onboarding Project Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Onboarding Project Manager role. Highlight any relevant project management or onboarding experience, and don’t forget to sprinkle in some keywords from the job description!
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 makes you the perfect fit. Be sure to mention any specific experiences that relate to client onboarding and relationship management.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can think on their feet and come up with innovative solutions, especially in fast-paced environments like ours!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at FIA TECHNOLOGY SERVICES, LLC
✨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 brokerage, derivatives markets, and the specific challenges clients face. This 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 the role involves a lot of client interaction, be ready to talk about how you’ve built relationships and ensured client satisfaction in previous roles. Share specific instances where you went above and beyond to enhance the client experience, as this will resonate well with the interviewers.
✨Prepare for Problem-Solving Questions
Expect to be asked about how you handle issues that arise during onboarding. Think of scenarios where you had to troubleshoot or resolve conflicts, and explain your thought process. This will demonstrate your analytical skills and your ability to remain calm under pressure.
